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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 Planning Articles|Retirement Planning Articles

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement Planning Articles

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    How To Protect Your 401k With In-service Distributions

  • Financial Planning Articles

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    Estate Planning: Not Just For The Wealthy

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

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    3 Important Things About Social Security Early Retirement

  • Annuities Articles

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

  • 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.

Latest Tips

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    The Under-the-Radar Risk That Could Threaten Your Retirement

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    Difficult Retirement Questions Couples Should Answer

  • Financial Planning Articles

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  • Retirement Planning Articles

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    Expect the Unexpected in Retirement

  • Financial Planning Articles

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    What Are Your Options for Your 401(k) After You Retire?

Looking for a Particular Topic?

  • Retirement Planning Articles

    stock portfolio

    Have a Plan, Not Just a Stock Portfolio

  • Retirement Planning Articles

    retirement risk

    The Under-the-Radar Risk That Could Threaten Your Retirement

  • Retirement Planning Articles

    difficult retirement questions

    Difficult Retirement Questions Couples Should Answer

  • Financial Planning Articles

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Retirement Planning Articles

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning Articles

    401(k)

    What Are Your Options for Your 401(k) After You Retire?

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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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