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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

  • Tax Planning Articles

    Senior couple having problems with paying their bills

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning Articles|Retirement Planning Articles

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Insights|Financial Planning Articles|Life Insurance Insights

    Joe-Overfield

    Joe Overfield Achieves Prestigious MDRT Qualification

  • Social Security Topics

    Afternoon Tea Leisure Casual Elderly Older Concept

    How Is Social Security Calculated For Married Couples?

  • Retirement Planning Articles

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Retirement Planning Articles

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    What are the Secure Act 2.0 Changes?

Looking for more personalized advice?

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

Latest Tips

  • Financial Planning Articles|Retirement Planning Articles

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • Financial Planning Articles|Tax Planning Articles

    transform your IRA tax burden

    Should a Business Owner Consider a Qualified Distribution Solution?

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

  • Financial Planning Articles|Retirement Planning Articles

    Young woman in flower shop

    Empowering Her: Retirement Challenges for Women & How to Overcome Them

  • Financial Planning Articles|Life Insurance Insights

    woman retirement

    Life Insurance: Don’t Overlook This as Part of Your Financial Plan

  • Financial Planning Articles|Retirement Planning Articles

    navigating retirement risk compass

    Navigating Common Retirement Risks: The Power of a Holistic Approach

Looking for a Particular Topic?

  • Financial Planning Articles|Retirement Planning Articles

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • Financial Planning Articles|Tax Planning Articles

    transform your IRA tax burden

    Should a Business Owner Consider a Qualified Distribution Solution?

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

  • Financial Planning Articles|Retirement Planning Articles

    Young woman in flower shop

    Empowering Her: Retirement Challenges for Women & How to Overcome Them

  • Financial Planning Articles|Life Insurance Insights

    woman retirement

    Life Insurance: Don’t Overlook This as Part of Your Financial Plan

  • Financial Planning Articles|Retirement Planning Articles

    navigating retirement risk compass

    Navigating Common Retirement Risks: The Power of a Holistic Approach

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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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INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
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