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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

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    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

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    How To Protect Your 401k With In-service Distributions

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  • Financial Planning Articles|Retirement Planning Articles|Social Security Topics

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    3 Important Things About Social Security Early Retirement

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  • Company News & Announcements

    Certified Financial Fiduciary

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

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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

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement Planning Articles

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning Articles

    Senior couple planning their investments with financial advisor in living room

    Estate Planning: Not Just For The Wealthy

  • Financial Planning Articles

    financial security

    Financial Security a Threat to the Retiring U.S. Middle-Class

  • Company News & Announcements

    Certified Financial Fiduciary

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

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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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Gahanna, OH 43230

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