Intelliplan Financial Services Logo Transparent
Intelliplan Financial Services Logo
Intelliplan Financial Services Logo Transparent

Blog

Blog2026-04-29T20:57:30+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.

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 more personalized advice?

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

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

Stay Informed

Subscribe to our monthly email newsletter to receive the latest financial tips, market insights, and Intelliplan updates directly to your inbox.

Put These Tips Into Action

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 Services Logo

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

Useful links

© Copyright 2015 - 2026 | Intelliplan Financial | Privacy Policy | All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

Go to Top