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Creating a Financial Plan

Creating a Financial Plan | Retirement | Taxes

Deductibility Of Contributions Impacted By QBI Rules?

ByMichael T. Swartz, CFP® #BlankScreen February 23, 2024January 30, 2025

Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules? This flowchart will walk you through discovering the answer.

Read More Deductibility Of Contributions Impacted By QBI Rules?Continue

Creating a Financial Plan | Medicare | Retirement

Will Healthcare Change As I Transition Into Retirement?

ByMichael T. Swartz, CFP® #BlankScreen February 13, 2024January 30, 2025

Will Healthcare Change As I Transition Into Retirement? This flowchart will walk you through discovering the answer.

Read More Will Healthcare Change As I Transition Into Retirement?Continue

Cashflow & Net Worth | Creating a Financial Plan | Retirement

Where Should My Next Dollar Go?

ByMichael T. Swartz, CFP® #BlankScreen February 10, 2024January 30, 2025

Where Should My Next Dollar Go? This flowchart will walk you through discovering the options.

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Creating a Financial Plan | Debt | Property

Should I Pay Off My Mortgage?

ByMichael T. Swartz, CFP® #BlankScreen February 4, 2024January 30, 2025

Should I Pay Off My Mortgage? This flowchart will walk you through discovering your eligibility.

Read More Should I Pay Off My Mortgage?Continue

Creating a Financial Plan | Debt

Should I Pay Off My Debts?

ByMichael T. Swartz, CFP® #BlankScreen February 3, 2024January 30, 2025

Should I Pay Off My Debts? This flowchart will walk you through discovering your eligibility.

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Creating a Financial Plan | Property

Should I Lease Or Buy My Next Automobile?

ByMichael T. Swartz, CFP® #BlankScreen February 2, 2024January 30, 2025

Should I Lease Or Buy My Next Automobile? This flowchart will walk you through discovering your eligibility.

Read More Should I Lease Or Buy My Next Automobile?Continue

Business | Creating a Financial Plan | IRAs

Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?

ByMichael T. Swartz, CFP® #BlankScreen January 31, 2024January 30, 2025

Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business? This flowchart will walk you through discovering your eligibility.

Read More Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business?Continue

Creating a Financial Plan

Pay Stub Review

ByMichael T. Swartz, CFP® #BlankScreen January 25, 2024January 30, 2025

Pay Stub Review. This flowchart will walk you through reviewing pay stubs.

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Creating a Financial Plan | Debt

Am I Eligible For An IDR Plan For My Federal Student Loans?

ByMichael T. Swartz, CFP® #BlankScreen January 11, 2024January 30, 2025

Am I Eligible For An IDR Plan For My Federal Student Loans? This flowchart will walk you through discovering your eligibility.

Read More Am I Eligible For An IDR Plan For My Federal Student Loans?Continue

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(608) 534-4444 ext 102

1131 Main Street

Onalaska, WI 54650

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© 2026 by SwartzFP. All Rights Reserved.

Investment advisory services are offered through Fiduciary Financial Planning Network (“FFPN”), an SEC-registered investment adviser. Swartz Financial Planning (“SwartzFP”) is a doing-business-as (DBA) name of FFPN. Registration with the SEC does not imply a certain level of skill or training. This website is intended to provide general information about FFPN’s services and should not be construed as personalized investment advice. Additional information about FFPN is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of FFPN’s current Form ADV Part 2A disclosure brochure, which describes our services, fees, and business practices, is available here. This content is provided for informational purposes only. Investing involves risk and, unless otherwise stated, is not guaranteed. This material is not intended to provide investment, tax, or legal advice. Individuals should consult with appropriate professionals based on their individual circumstances.

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    • About
    • Services
      • Financial Planning
      • Retirement Planning
      • Investment Management
      • Insurance Advice
      • Tax Planning & Prep
      • Estate Planning & Documents
    • Pricing
    • Content
      • Health & Wealthness
      • Flowcharts
    • Contact Us
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