Tracy Piontkowski, ChFC

1429 Oregon St. Oshkosh, WI 54902

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Two Tax-Friendly Retirement Plans for the Self-Employed

Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
The IRS Wants More Info About Your Gig Income

If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.

Life Expectancy

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

How Long Will Your Funds Last?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Home Affordability

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