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Blog2026-04-29T20:57:30+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.

Latest Tips

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    The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)

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    5 Mistakes to Avoid When Evaluating a Fixed Index Annuity

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    5 Social Security Questions to Ask Before Retirement

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    3 Tax-Efficient Ways to Save Smarter, Not Harder

Looking for more personalized advice?

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

Looking for a Particular Topic?

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

    widows penalty

    The Widow’s Penalty: 4 Ways It Can Impact Your Retirement (And How to Prepare)

  • Annuities Articles|Financial Planning Articles|Retirement Planning Articles

    Annuity Mistakes

    5 Mistakes to Avoid When Evaluating a Fixed Index Annuity

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

    Tips and Tricks Post It Note

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

  • 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

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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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