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Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

Phone:

  • (920) 410-0969

E-mail:

  • tracy.piontkowski@ceterawealth.com

Videos

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

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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »

Newsletters

  • Prepare Your Finances for the Next Emergency

    The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

  • Signs of a Scam…and How to Resist It

    Discover four common practices that might help you identify and avoid scams.

  • HOT TOPIC: Revisiting the 4% Rule

    For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.

  • Money Market Funds in a Low Rate Environment

    Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.

More Newsletters »

Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Loan Payoff

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

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • 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.

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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