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Medicare | Retirement

Will I Avoid Medicare Enrollment Penalties?

ByBen Gibson, MBA February 15, 2024January 30, 2025

Will I Avoid Medicare Enrollment Penalties? This flowchart will walk you through discovering the answer.

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Medicare | Retirement

Will I Avoid IRMAA Surcharges On Medicare Part B And Part D?

ByBen Gibson, MBA February 14, 2024January 30, 2025

Will I Avoid IRMAA Surcharges On Medicare Part B And Part D? This flowchart will walk you through discovering the answer.

Read More Will I Avoid IRMAA Surcharges On Medicare Part B And Part D?Continue

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.

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IRAs | Retirement | Taxes

Will A Distribution From My Traditional IRA Be Penalty Free?

ByBen Gibson, MBA February 12, 2024January 30, 2025

Will A Distribution From My Traditional IRA Be Penalty Free? This flowchart will walk you through discovering the answer.

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IRAs | Retirement | Taxes

Will A Distribution From My Roth IRA Be Tax And Penalty Free?

ByBen Gibson, MBA February 11, 2024January 30, 2025

Will A Distribution From My Roth IRA Be Tax And Penalty Free? This flowchart will walk you through discovering the answer.

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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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IRAs | Retirement | Taxes

What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?

ByBen Gibson, MBA February 9, 2024January 30, 2025

What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions? This flowchart will walk you through discovering the impact.

Read More What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?Continue

Charity | Investing

Should I Use A Donor Advised Fund DAF When Giving To Public Charities?

ByBen Gibson, MBA February 8, 2024January 30, 2025

Should I Use A Donor Advised Fund DAF When Giving To Public Charities? This flowchart will walk you through discovering your eligibility.

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Cashflow & Net Worth | Retirement

Should I Take My Pension As A Lump Sum?

ByBen Gibson, MBA February 7, 2024January 30, 2025

Should I Take My Pension As A Lump Sum? This flowchart will walk you through discovering your eligibility.

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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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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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