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Property

Investing | Property

Will I Receive A Step Up In Basis For This Gifted Property?

ByMichael T. Swartz, CFP® #BlankScreen February 20, 2024January 30, 2025

Will I Receive A Step Up In Basis For This Gifted Property? This flowchart will walk you through discovering the answer.

Read More Will I Receive A Step Up In Basis For This Gifted Property?Continue

Investing | Property

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?

ByMichael T. Swartz, CFP® #BlankScreen February 19, 2024January 30, 2025

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited? This flowchart will walk you through discovering the answer.

Read More Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?Continue

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 | 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

Debt | Property

Should I Consider Refinancing My Mortgage?

ByMichael T. Swartz, CFP® #BlankScreen January 28, 2024January 30, 2025

Should I Consider Refinancing My Mortgage? This flowchart will walk you through discovering your eligibility.

Read More Should I Consider Refinancing My Mortgage?Continue

Property | Taxes

Is My Rental Property Tax Deductible?

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

Is My Rental Property Tax Deductible? This flowchart will walk you through discovering your eligibility.

Read More Is My Rental Property Tax Deductible?Continue

MSwartz@LaxFP.com

(608) 534-4444 ext 102

1131 Main Street

Onalaska, WI 54650

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© 2025 by SwartzFP. All Rights Reserved.

Investment Advisory Services offered through La Crosse Financial Planning Inc. (“LaxFP”). LaxFP is a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. SwartFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SwartzFP’s web site on the Internet should not be construed by any consumer and/or prospective client as SwartzFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SwartzFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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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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