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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|Financial Planning Articles

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • Featured Financial Articles|Financial Planning Articles|Social Security Topics|Tax Planning Articles

    4 taxes to mitigate or avoid in retirement planning

    4 Taxes to Mitigate or Avoid in Retirement

  • Financial Planning Articles|Retirement Planning Articles

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

  • 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 People Make When a Financial Advisor Suggests an Annuity

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

    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 Planning Articles

    Grandparents With Grandchildren On Autumn Walk In Countryside Together

    10 Steps To Having A Successful Retirement

  • Retirement Planning Articles

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning Articles|Life Insurance Insights

    Handsome middle-aged white collar worker and his curly colleague using smartphone while having working meeting at spacious boardroom

    How to become your own banker using life insurance

  • Financial Planning Articles|Life Insurance Insights

    Close-up shot of unrecognizable senior couple sitting on cozy sofa at modern office and discussing details of life insurance program with agent

    How to pay for college using life insurance

  • Retirement Planning Articles

    cyber security new

    The Sequence of Returns Risk and Your Retirement

  • Retirement Planning Articles

    happy elderly couple counting money and laughing while moving home

    5 Retirement Concepts That Are Often Overlooked

Looking for a Particular Topic?

  • Retirement Planning Articles

    Grandparents With Grandchildren On Autumn Walk In Countryside Together

    10 Steps To Having A Successful Retirement

  • Retirement Planning Articles

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning Articles|Life Insurance Insights

    Handsome middle-aged white collar worker and his curly colleague using smartphone while having working meeting at spacious boardroom

    How to become your own banker using life insurance

  • Financial Planning Articles|Life Insurance Insights

    Close-up shot of unrecognizable senior couple sitting on cozy sofa at modern office and discussing details of life insurance program with agent

    How to pay for college using life insurance

  • Retirement Planning Articles

    cyber security new

    The Sequence of Returns Risk and Your Retirement

  • Retirement Planning Articles

    happy elderly couple counting money and laughing while moving home

    5 Retirement Concepts That Are Often Overlooked

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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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