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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

    happy elderly couple counting money and laughing while moving home

    5 Retirement Concepts That Are Often Overlooked

  • Retirement Planning Articles

    middle aged couple working on laptop while sitting at table

    Options for Your 401(k) After Retirement

  • 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

  • Retirement Planning Articles

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

Looking for more personalized advice?

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

Latest Tips

  • Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Insights|Financial Planning Articles|Retirement Planning Articles

    financial savings notebook

    3 Tax-Efficient Ways to Save Smarter, Not Harder

  • 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

Looking for a Particular Topic?

  • Financial Planning Articles|Life Insurance Insights|Retirement Planning Articles

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Insights|Financial Planning Articles|Retirement Planning Articles

    financial savings notebook

    3 Tax-Efficient Ways to Save Smarter, Not Harder

  • 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

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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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(614) 255-7547
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