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    • Kathryn Wiegrefe, CFP®
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XY Financial Planning

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Business | Retirement

Should I Set Up A Traditional 401(k) For My Business?

ByBen Gibson, MBA February 6, 2024January 30, 2025

Should I Set Up A Traditional 401k For My Business? This flowchart will walk you through discovering your eligibility.

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Business | Creating a Financial Plan | IRAs

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

ByBen Gibson, MBA 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

Business | Retirement

Common Pension Plans For Small Business Owners

ByBen Gibson, MBA January 17, 2024December 19, 2024

Common Pension Plans For Small Business Owners. This chart will walk you through discovering common plans.

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Business | Retirement | Taxes

Am I Eligible For A Qualified Business Income QBI Deduction?

ByBen Gibson, MBA January 10, 2024January 30, 2025

Am I Eligible For A Qualified Business Income QBI Deduction? This flowchart will walk you through discovering your eligibility.

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Onalaska, WI 54650

Investment advisory services are offered through Fiduciary Financial Planning Network (“FFPN”), an SEC-registered investment adviser. XY Financial Planning (“XYFP”) 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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  • Team
    • Ben Gibson, CFP®, MBA, EA
    • Kathryn Wiegrefe, CFP®
  • Services
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    • Flowcharts
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