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
Are Social Security Benefits Taxable For Retirees?
Financial Planning Articles|Life Insurance Insights
How to become your own banker using life insurance
Financial Planning Articles|Life Insurance Insights
How to pay for college using life insurance
Retirement Planning Articles
The Sequence of Returns Risk and Your Retirement
Retirement Planning Articles
5 Retirement Concepts That Are Often Overlooked
Retirement Planning Articles
Options for Your 401(k) After Retirement
Latest Tips
Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles
The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)
Annuities Articles|Financial Planning Articles|Retirement Planning Articles
5 Mistakes People Make When a Financial Advisor Suggests an Annuity
Financial Planning Articles|Retirement Planning Articles|Social Security Topics
5 Social Security Questions to Ask Before Retirement
Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles
5 Often Overlooked Tax Planning Tips for Pre-Retirees
Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles
What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?
Financial Insights|Financial Planning Articles|Retirement Planning Articles
3 Tax-Efficient Ways to Save Smarter, Not Harder
Looking for a Particular Topic?
Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles
The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)
Annuities Articles|Financial Planning Articles|Retirement Planning Articles
5 Mistakes People Make When a Financial Advisor Suggests an Annuity
Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles
5 Often Overlooked Tax Planning Tips for Pre-Retirees
Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles
What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?
Financial Insights|Financial Planning Articles|Retirement Planning Articles
3 Tax-Efficient Ways to Save Smarter, Not Harder