Tracy Piontkowski, ChFC

Newsletters

Should You Consider Tapping the Equity in Your Home?

Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.
What the Red-Hot Job Market Means for Workers

A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
Passive, Active, or Both?

Index funds or traditional actively managed funds: Which approach, or both, is most effective?
Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

This article discusses the most common and costly types of scams, and how would-be victims can spot them.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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.
Cash Flow Analysis

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

How much life insurance would you need to produce a sufficient income stream for your family?