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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

    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

  • Annuities Articles

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

  • Financial Planning Articles

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    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

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    Hit These Financial Milestones Before You Retire

Looking for more personalized advice?

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

Latest Tips

  • 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

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    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

Looking for a Particular Topic?

  • 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?

  • 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

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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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