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
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.