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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

  • Annuities Articles

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

  • 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

  • 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

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

Latest Tips

  • 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?

  • 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

Looking for a Particular Topic?

  • 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?

  • 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

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Put These Tips Into Action

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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