Andy Mongeon
Financial Representative
Principal Securities Registered Representative
Financial Advisor
Member-Principal® Financial Network
Andy Mongeon
Financial Representative
Principal Securities Registered Representative
Financial Advisor
Member-Principal® Financial Network
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Determine whether you should consider refinancing your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to determine whether you qualify for the different types of IRAs.