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Medicare

Should I Change My Medicare Coverage During Open Enrollment?

ByBen Gibson, MBA 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

ByBen Gibson, MBA January 25, 2024January 30, 2025

Pay Stub Review. This flowchart will walk you through reviewing pay stubs.

Read More Pay Stub ReviewContinue

Investing | Retirement | Taxes

Distribution of 529 Plan with Federal Income Tax

ByBen Gibson, MBA 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 Distribution of 529 Plan with Federal Income TaxContinue

Property | Taxes

Is My Rental Property Tax Deductible?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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?

ByBen Gibson, MBA 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

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.

Read More Common Pension Plans For Small Business OwnersContinue

Investing | IRAs | Retirement

Can I Make A Mega Backdoor Roth Contribution?

ByBen Gibson, MBA January 16, 2024January 30, 2025

Can I Make A Mega Backdoor Roth Contribution? This flowchart will walk you through discovering your eligibility.

Read More Can I Make A Mega Backdoor Roth Contribution?Continue

HSA | Retirement | Taxes

Can I Make A Deductible Contribution To My HSA?

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

Can I Make A Deductible Contribution To My HSA? This flowchart will walk you through discovering your eligibility.

Read More Can I Make A Deductible Contribution To My HSA?Continue

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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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      • Ben Gibson, CFP®, MBA, EA
      • Kathryn Wiegrefe, CFP®
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