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Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

Phone:

  • (920) 410-0969

E-mail:

  • tracy.piontkowski@ceterawealth.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

What Is Investment Risk?

How different types of risks can adversely affect your investments
More Videos »

Newsletters

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

  • Sequence Risk: Preparing to Retire in a Down Market

    This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

  • HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

    This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.

  • Social Security Spousal Benefits

    This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

More Newsletters »

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in WI.

We are registered to sell Securities in AR,CA,FL,IL,MN,WI.

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