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 looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much life insurance would you need to produce a sufficient income stream for your family?
How much will it cost to pay off a loan over its lifetime?
Compare the potential future value of tax-deferred investments to that of taxable investments.