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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

  • Retirement Planning Articles

    financial milestones

    Hit These Financial Milestones Before You Retire

  • Life Insurance Insights

    life insurance

    4 Ways to Give Life Insurance to Charity

  • Retirement Planning Articles

    Portrait of mature bearded businessman talking to young African colleague while discussing project in office, copy space

    3 Ways to Fund Your Early Retirement and Avoid Early Distribution Penalties

  • Financial Planning Articles

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement Planning Articles

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning Articles

    will substitutes

    Should You Use a Will Substitute?

Looking for more personalized advice?

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

Latest Tips

  • Financial Planning Articles

    New Year Retirement Plan

    Reassess Your Retirement Plan This New Year

  • Financial Planning Articles

    holiday gifts

    Pay for Holiday Gifts Without Breaking Your Budget

  • Financial Planning Articles

    Roth ira

    What Happens to Your Roth IRA After You Pass Away?

  • Financial Planning Articles

    business-woman

    3 Questions to Guide Your Business Succession

  • Social Security Topics

    When Should You File for Social Security?

  • Retirement Planning Articles

    How Will You Pay for Health Care in Retirement?

Looking for a Particular Topic?

  • Financial Planning Articles

    New Year Retirement Plan

    Reassess Your Retirement Plan This New Year

  • Financial Planning Articles

    holiday gifts

    Pay for Holiday Gifts Without Breaking Your Budget

  • Financial Planning Articles

    Roth ira

    What Happens to Your Roth IRA After You Pass Away?

  • Financial Planning Articles

    business-woman

    3 Questions to Guide Your Business Succession

  • Retirement Planning Articles

    How Will You Pay for Health Care in 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.

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(614) 255-7547
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