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 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|Retirement

    Young woman in flower shop

    Empowering Her: Retirement Challenges for Women & How to Overcome Them

  • Financial Planning|Retirement|Tax Planning

    widow's penalty

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

  • Annuities|Financial Planning|Retirement

    Annuity Mistakes

    5 Mistakes People Make When a Financial Advisor Suggests an Annuity

  • Financial Planning|Retirement|Social Security

    Social Security Questions

    5 Social Security Questions to Ask Before Retirement

Looking for more personalized advice?

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

Latest Tips

  • Retirement

    10 Steps To Having A Successful Retirement

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance

  • Retirement

    The Sequence of Returns Risk and Your Retirement

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

Looking for a Particular Topic?

  • Retirement

    10 Steps To Having A Successful Retirement

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance

  • Retirement

    The Sequence of Returns Risk and Your Retirement

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

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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.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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