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|Retirement

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning

    Estate Planning: Not Just For The Wealthy

  • Financial Planning|Retirement|Social Security

    social security early retirement

    3 Important Things About Social Security Early Retirement

  • Annuities

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

  • Company News

    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

  • Retirement

    Have a Plan, Not Just a Stock Portfolio

  • Retirement

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

  • Retirement

    difficult retirement questions

    3 Difficult Retirement Questions Every Couple Should Answer

  • Financial Planning

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Retirement

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning

    401(k)

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

Looking for a Particular Topic?

  • Retirement

    Have a Plan, Not Just a Stock Portfolio

  • Retirement

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

  • Retirement

    difficult retirement questions

    3 Difficult Retirement Questions Every Couple Should Answer

  • Financial Planning

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Retirement

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning

    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.

INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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