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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.

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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

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

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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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