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
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.