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 Planning

    holiday gifts

    How to Pay for Holiday Gifts Without Breaking the Budget

  • Financial Planning

    Roth ira

    What Will Happen to Your Roth IRA After You Pass Away?

  • Financial Planning

    Have You Asked These 3 Questions About Your Business Succession?

  • Social Security

    Now or Later: When Should You File for Social Security?

  • Retirement

    How Will You Pay for Health Care in Retirement?

  • Financial Planning|Retirement

    The plan that could phase out your 401k

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Latest Tips

  • Financial Planning

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning

    will substitutes

    Should You Use a Will Substitute?

  • Life Insurance - Intelliplan Financial

    Life Insurance Beneficiaries: Who Should You Choose?

  • Retirement

    Roth Conversion: Why It Could Be Right for Your Retirement

  • Retirement

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

Looking for a Particular Topic?

  • Financial Planning

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning

    will substitutes

    Should You Use a Will Substitute?

  • Life Insurance - Intelliplan Financial

    Life Insurance Beneficiaries: Who Should You Choose?

  • Retirement

    Roth Conversion: Why It Could Be Right for Your Retirement

  • Retirement

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

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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.

INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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