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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

  • 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 )

  • Featured Financial Articles|Financial Planning Articles

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • 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

    Year-End Tax Planning 2025

    Year-End Tax Planning 2025: 6 Smart OBBB Moves for High Income Retirees

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

    whole life insurance worth it

    Is Whole Life Insurance Worth It? A Fiduciary Advisor Explains

Looking for more personalized advice?

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

Latest Tips

  • 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

  • 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

Looking for a Particular Topic?

  • 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

  • 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

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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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