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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

  • Featured Financial Articles|Tax Planning Articles

    intelliplan tax planning

    What Aspects Are Included In Tax Management?

  • Financial Planning Articles

    watching a taxes in retirement webinar llive from Intelliplan

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

  • Financial Planning Articles

    Businessman explaining mature colleague financial data on paper and discussing it with her at meeting

    3 Reasons Why Financial Advisors Are Important

  • Social Security Topics

    Social Security Card

    How Much Can I Earn While On Social Security In 2024?

  • Life Insurance Insights

    how much life insurance do i need

    How Much Life Insurance Do I Need?

  • Financial Planning Articles

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs ( Required Minimum Distributions )

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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

    generational-wealth-for-retirees

    Building a Legacy: How Pre-Retirees and Retirees Can Create Generational Wealth

  • Annuities Articles|Financial Planning Articles|Retirement Planning Articles

    Couple discussing Fixed Annuities

    The Power Of Fixed Annuities for a Secure Retirement

  • Financial Planning Articles|Retirement Planning Articles|Social Security Topics

    cyber security new

    13 Most Frequently Asked Retirement Questions

  • Retirement Planning Articles

    first-financial-change

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning Articles|Retirement Planning Articles

    Senior couple planning their investments with financial advisor in living room

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement Planning Articles

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

Looking for a Particular Topic?

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

    generational-wealth-for-retirees

    Building a Legacy: How Pre-Retirees and Retirees Can Create Generational Wealth

  • Annuities Articles|Financial Planning Articles|Retirement Planning Articles

    Couple discussing Fixed Annuities

    The Power Of Fixed Annuities for a Secure Retirement

  • Retirement Planning Articles

    first-financial-change

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning Articles|Retirement Planning Articles

    Senior couple planning their investments with financial advisor in living room

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement Planning Articles

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

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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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Gahanna, OH 43230

(614) 255-7547
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