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

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning|Retirement

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Planning|Life Insurance - Intelliplan Financial|Uncategorized

    Joe Overfield Achieves Prestigious MDRT Qualification

  • Social Security

    How Is Social Security Calculated For Married Couples?

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Retirement

    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|Retirement

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • Financial Planning|Tax Planning

    transform your IRA tax burden

    Should a Business Owner Consider a Qualified Distribution Solution?

  • Financial Planning|Retirement|Tax Planning

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

  • Financial Planning|Retirement

    Young woman in flower shop

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

  • Financial Planning|Life Insurance - Intelliplan Financial

    woman retirement

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

  • Financial Planning|Retirement

    navigating retirement risk compass

    Navigating Common Retirement Risks: The Power of a Holistic Approach

Looking for a Particular Topic?

  • Financial Planning|Retirement

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • Financial Planning|Tax Planning

    transform your IRA tax burden

    Should a Business Owner Consider a Qualified Distribution Solution?

  • Financial Planning|Retirement|Tax Planning

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

  • Financial Planning|Retirement

    Young woman in flower shop

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

  • Financial Planning|Life Insurance - Intelliplan Financial

    woman retirement

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

  • Financial Planning|Retirement

    navigating retirement risk compass

    Navigating Common Retirement Risks: The Power of a Holistic Approach

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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.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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