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Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

Phone:

  • (920) 410-0969

E-mail:

  • tracy.piontkowski@ceterawealth.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

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

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Calculators

You can review interesting calculators on my site.

View Calculators

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
More Videos »
Transcript

Newsletters

  • ESG Investing in the Spotlight

    This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.

  • A New Year, A New Opportunity to Save with a 529 Plan

    This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

  • HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

    This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

  • Charitable Gifts of Life Insurance

    Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.

More Newsletters »

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • IRA Eligibility

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

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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