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IRAs | Retirement

Should I Contribute To My Roth 401(k)?

ByMichael T. Swartz, CFP® #BlankScreen January 29, 2024January 30, 2025

Should I Contribute To My Roth 401k? This flowchart will walk you through discovering your eligibility.

Read More Should I Contribute To My Roth 401(k)?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

IRAs | Retirement

Should I Consider Doing A Roth Conversion?

ByMichael T. Swartz, CFP® #BlankScreen January 27, 2024January 30, 2025

Should I Consider Doing A Roth Conversion? This flowchart will walk you through discovering your eligibility.

Read More Should I Consider Doing A Roth Conversion?Continue

Medicare

Should I Change My Medicare Coverage During Open Enrollment?

ByMichael T. Swartz, CFP® #BlankScreen January 26, 2024January 30, 2025

Should I Change My Medicare Coverage During Open Enrollment? This flowchart will walk you through discovering your eligibility.

Read More Should I Change My Medicare Coverage During Open Enrollment?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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Investing | Retirement | Taxes

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

ByMichael T. Swartz, CFP® #BlankScreen January 24, 2024January 30, 2025

Is The Distribution From My 529 Plan Subject To Federal Income Tax? This flowchart will walk you through discovering your eligibility.

Read More Is The Distribution From My 529 Plan Subject To Federal Income Tax?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

Insurance | Retirement

Should I Buy Health Insurance Through The Health Insurance Marketplace?

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

If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace? This flowchart will walk you through discovering your eligibility.

Read More Should I Buy Health Insurance Through The Health Insurance Marketplace?Continue

Retirement | Social Security

Do I Qualify For Social Security Disability Benefits?

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

Do I Qualify For Social Security Disability Benefits? This flowchart will walk you through discovering your eligibility.

Read More Do I Qualify For Social Security Disability Benefits?Continue

Retirement | Taxes

Do I Need To Start Making Estimated Federal Income Tax Payments?

ByMichael T. Swartz, CFP® #BlankScreen January 18, 2024January 30, 2025

Do I Need To Start Making Estimated Federal Income Tax Payments? This flowchart will walk you through discovering your eligibility.

Read More Do I Need To Start Making Estimated Federal Income Tax Payments?Continue

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Onalaska, WI 54650

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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
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      • Health & Wealthness
      • Flowcharts
    • Contact Us
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