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    • Ben Gibson, CFP®, MBA, EA
    • Kathryn Wiegrefe, CFP®
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XY Financial Planning

Creating a Financial Plan

Creating a Financial Plan | Retirement | Taxes

Deductibility Of Contributions Impacted By QBI Rules?

ByBen Gibson, MBA 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.

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Creating a Financial Plan | Medicare | Retirement

Will Healthcare Change As I Transition Into Retirement?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

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

Creating a Financial Plan

Pay Stub Review

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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

(608) 534-4444

Team@LaxFP.com

1131 Main Street

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®
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