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Resources

Resources2023-11-17T20:50:16+00:00

  • Financial Planning|Retirement|Social Security

    13 Most Frequently Asked Retirement Questions

  • Retirement

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning|Retirement

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement

    9 Important Ages To Remember In Your Retirement Timeline

  • Retirement

    10 Steps To Having A Successful Retirement

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist for 2023: Your 12-step guide

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance in 2023

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance in 2023

  • Retirement

    The Sequence of Returns Risk and Your Retirement in 2023

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

  • Retirement

    What Are My 401K Options After Retirement?

  • 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?

  • Social Security|Tax Planning

    choosing an Intelliplan Financial Advisor as your advisor

    Are Social Security Benefits Taxable For Retirees?

  • Retirement

    What are the Secure Act 2.0 Changes for 2023?

  • Featured|Tax Planning

    What Aspects Are Included In Tax Management?

  • Financial Planning

    watching a taxes in retirement webinar llive from Intelliplan

    How to Find A Financial Advisor To Help Get Out Of Debt

  • Financial Planning

    3 Reasons Why Financial Advisors Are Important

  • Social Security

    How Much Can I Earn While On Social Security In 2023?

  • Life Insurance - Intelliplan Financial

    how much life insurance do i need

    How Much Life Insurance Do I Need?

  • Financial Planning

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs ( Required Minimum Distributions )

  • Featured|Financial Planning

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • Featured|Financial Planning|Social Security|Tax Planning

    4 taxes to mitigate or avoid in retirement planning

    4 Taxes to Mitigate or Avoid in Retirement

  • Financial Planning

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning|Retirement

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Life Insurance - Intelliplan Financial

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance - Intelliplan Financial

    whole life insurance tax benefits create happiness and wealth

    What are the Tax Benefits of Dividend Paying Whole Life Insurance?

  • Financial Planning|Retirement

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning

    Estate Planning: Not Just For The Wealthy

  • Financial Planning|Retirement|Social Security

    social security early retirement

    3 Important Things About Social Security Early Retirement

  • Financial Planning

    financial security

    Financial Security a Threat to the Retiring U.S. Middle-Class

  • Company News

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

  • Retirement

    Hit These Financial Milestones Before You Retire

  • Life Insurance - Intelliplan Financial

    4 Ways to Give Life Insurance to Charity

  • Retirement

    3 Ways to Fund Your Early Retirement and Avoid Early Distribution Penalties

  • Financial Planning

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning

    will substitutes

    Should You Use a Will Substitute?

  • Life Insurance - Intelliplan Financial

    Life Insurance Beneficiaries: Who Should You Choose?

  • Retirement

    3 Tips to Help Millennials Start Saving for Retirement

  • Retirement

    Roth Conversion: Why It Could Be Right for Your Retirement

  • Retirement

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

  • Social Security

    social security benefit

    What’s Your Plan to Maximize Your Social Security Benefit?

  • Retirement

    hsa

    How an HSA Could Benefit Your Financial Health in Retirement

  • Retirement

    funds last

    3 Strategies to Make Your 401(k) Funds Last for the Long Haul

  • Financial Planning

    annuities

    The Long History of Annuities as Income Tools

  • Retirement

    How Your Divorce Could Derail Your Retirement

  • Financial Planning

    Why You Should Stop Overlooking Long-Term Disability Insurance

  • Retirement

    Have a Plan, Not Just a Stock Portfolio

  • Retirement

    The Under-the-Radar Risk That Could Threaten Your Retirement

  • Retirement

    difficult retirement questions

    3 Difficult Retirement Questions Every Couple Should Answer

  • Financial Planning

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Retirement

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning

    401(k)

    What Are Your Options for Your 401(k) After You Retire?

  • Financial Planning

    New Year Retirement Plan

    New Year’s: The Right Time to Reassess Your Retirement Plan

  • Financial Planning

    holiday gifts

    How to Pay for Holiday Gifts Without Breaking the Budget

  • Financial Planning

    Roth ira

    What Will Happen to Your Roth IRA After You Pass Away?

  • Financial Planning

    Have You Asked These 3 Questions About Your Business Succession?

  • Social Security

    Now or Later: When Should You File for Social Security?

  • Retirement

    How Will You Pay for Health Care in Retirement?

  • Financial Planning|Retirement

    The plan that could phase out your 401k

  • Annuities

    Growing Financial Security

    Top 5 Fixed Index Annuity Myths Debunked

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance services offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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