Resources

Resources2025-07-31T20:07:33+00:00

Welcome to our Financial Tips Blog

If you’re looking for useful information on all things financial planning, you’ve come to the right place!

See below for insights on common concerns or questions related to retirement, holistic financial planning, life insurance, and more from our founder and lead advisor, Joe Overfield. Plus, learn the latest news in the financial world and at Intelliplan.

Featured Tips

  • Social Security|Tax Planning

    choosing an Intelliplan Financial Advisor as your advisor

    Are Social Security Benefits Taxable For Retirees?

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance

  • Retirement

    The Sequence of Returns Risk and Your Retirement

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

  • Retirement

    What Are My 401K Options After Retirement?

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Latest Tips

  • Financial Planning|Retirement|Tax Planning

    widow's penalty

    The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)

  • Annuities|Financial Planning|Retirement

    Annuity Mistakes

    5 Mistakes People Make When a Financial Advisor Suggests an Annuity

  • Financial Planning|Retirement|Social Security

    Social Security Questions

    5 Social Security Questions to Ask Before Retirement

  • Financial Planning|Retirement|Tax Planning

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

  • Financial Planning|Life Insurance - Intelliplan Financial|Retirement

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Planning|Retirement|Uncategorized

    savings

    3 Tax-Efficient Ways to Save Smarter, Not Harder

Looking for a Particular Topic?

  • Financial Planning|Retirement|Tax Planning

    widow's penalty

    The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)

  • Annuities|Financial Planning|Retirement

    Annuity Mistakes

    5 Mistakes People Make When a Financial Advisor Suggests an Annuity

  • Financial Planning|Retirement|Tax Planning

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

  • Financial Planning|Life Insurance - Intelliplan Financial|Retirement

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Planning|Retirement|Uncategorized

    savings

    3 Tax-Efficient Ways to Save Smarter, Not Harder

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We hope you find the information valuable and encourage you to explore our website further to learn more about how Intelliplan Financial can assist you in achieving your financial goals.

INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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