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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

  • Financial Insights|Financial Planning Articles|Life Insurance Insights

    Joe-Overfield

    Joe Overfield Achieves Prestigious MDRT Qualification

  • Retirement Planning Articles

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

  • Retirement Planning Articles

    Grandparents With Grandchildren On Autumn Walk In Countryside Together

    10 Steps To Having A Successful Retirement

  • Retirement Planning Articles

    choosing an Intelliplan Financial Advisor

    12-Step Estate Planning Checklist: Ways to Protect Your Family and Legacy

  • Financial Planning Articles|Life Insurance Insights

    Handsome middle-aged white collar worker and his curly colleague using smartphone while having working meeting at spacious boardroom

    How to become your own banker using life insurance

  • Financial Planning Articles|Life Insurance Insights

    Close-up shot of unrecognizable senior couple sitting on cozy sofa at modern office and discussing details of life insurance program with agent

    How to pay for college using life insurance

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Latest Tips

  • Company News & Announcements|Retirement Planning Articles|Social Security Topics

    Joe Overfield Founder President

    Joe Overfield Earns NSSA® Certification in Social Security Planning

  • Financial Planning Articles|Retirement Planning Articles

    choosing a fiduciary financial advisor

    How to Find a Fiduciary Financial Advisor Near You: 8 Questions to Ask

  • 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 to Avoid When Evaluating a Fixed Index Annuity

Looking for a Particular Topic?

  • Financial Planning Articles|Retirement Planning Articles

    choosing a fiduciary financial advisor

    How to Find a Fiduciary Financial Advisor Near You: 8 Questions to Ask

  • 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 to Avoid When Evaluating a Fixed Index Annuity

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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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