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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 Topics

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    How Is Social Security Calculated For Married Couples?

  • Retirement Planning Articles

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    10 Steps To Having A Successful Retirement

  • Retirement Planning Articles

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    Estate planning checklist: Your 12-step guide

  • Financial Planning Articles|Life Insurance Insights

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  • Financial Planning Articles|Life Insurance Insights

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  • Retirement Planning Articles

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    The Sequence of Returns Risk and Your Retirement

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Latest Tips

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Year-End Tax Planning 2025

    Year-End Tax Planning 2025: 6 Smart OBBB Moves for High Income Retirees

  • Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles

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    Is Whole Life Insurance Worth It? A Fiduciary Advisor Explains

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

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

  • Annuities Articles|Financial Planning Articles|Retirement Planning Articles

    Annuity Mistakes

    5 Mistakes People Make When a Financial Advisor Suggests an Annuity

  • Financial Planning Articles|Retirement Planning Articles|Social Security Topics

    Social Security Questions

    5 Social Security Questions to Ask Before Retirement

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Tips and Tricks Post It Note

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

Looking for a Particular Topic?

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Year-End Tax Planning 2025

    Year-End Tax Planning 2025: 6 Smart OBBB Moves for High Income Retirees

  • Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles

    whole life insurance worth it

    Is Whole Life Insurance Worth It? A Fiduciary Advisor Explains

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    widows penalty

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

  • Annuities Articles|Financial Planning Articles|Retirement Planning Articles

    Annuity Mistakes

    5 Mistakes People Make When a Financial Advisor Suggests an Annuity

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Tips and Tricks Post It Note

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

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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.

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