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

    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?

  • Life Insurance Insights

    life insurance beneficiaries

    Life Insurance Beneficiaries: Who Should You Choose?

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Latest Tips

  • Social Security Topics

    When Should You File for Social Security?

  • Retirement Planning Articles

    How Will You Pay for Health Care in Retirement?

  • Financial Planning Articles|Retirement Planning Articles

    retirement strategy

    The plan that could phase out your 401k

  • Annuities Articles

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

Looking for a Particular Topic?

  • Retirement Planning Articles

    How Will You Pay for Health Care in Retirement?

  • Financial Planning Articles|Retirement Planning Articles

    retirement strategy

    The plan that could phase out your 401k

  • Annuities Articles

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

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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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