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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|Tax Planning Articles

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    Are Social Security Benefits Taxable For Retirees?

  • Financial Planning Articles|Life Insurance Insights

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    How to become your own banker using life insurance

  • Financial Planning Articles|Life Insurance Insights

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    How to pay for college using life insurance

  • Retirement Planning Articles

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    The Sequence of Returns Risk and Your Retirement

  • Retirement Planning Articles

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    5 Retirement Concepts That Are Often Overlooked

  • Retirement Planning Articles

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    Options for Your 401(k) After Retirement

Looking for more personalized advice?

Schedule a free 20-minute call for answers to your specific financial planning questions.

Latest Tips

  • 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|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

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

    Different Financial Advisors

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

  • Financial Insights|Financial Planning Articles|Retirement Planning Articles

    financial savings notebook

    3 Tax-Efficient Ways to Save Smarter, Not Harder

Looking for a Particular Topic?

  • 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

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

    Different Financial Advisors

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

  • Financial Insights|Financial Planning Articles|Retirement Planning Articles

    financial savings notebook

    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.

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