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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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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|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

  • Financial Planning Articles|Life Insurance Insights

    woman retirement

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

  • Financial Planning Articles|Retirement Planning Articles

    navigating retirement risk compass

    Navigating Common Retirement Risks: The Power of a Holistic Approach

  • 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

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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.

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Gahanna, OH 43230

(614) 255-7547
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