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Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

Phone:

  • (920) 410-0969

E-mail:

  • tracy.piontkowski@ceterawealth.com

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • Medical Debt and Your Credit Report

    This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

  • Key Retirement and Tax Numbers for 2023

    Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.

  • Balancing Stocks and Bonds in One Fund

    Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »

Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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