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

  • Financial Planning|Retirement|Tax Planning

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

  • Financial Planning|Life Insurance - Intelliplan Financial|Retirement

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Planning|Retirement|Uncategorized

    savings

    3 Tax-Efficient Ways to Save Smarter, Not Harder

  • Financial Planning|Retirement

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • Financial Planning|Tax Planning

    transform your IRA tax burden

    Should a Business Owner Consider a Qualified Distribution Solution?

  • Financial Planning|Retirement|Tax Planning

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

Looking for more personalized advice?

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

Latest Tips

  • Retirement

    What Are My 401K Options After Retirement?

  • Tax Planning

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning|Retirement

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Planning|Life Insurance - Intelliplan Financial|Uncategorized

    Joe Overfield Achieves Prestigious MDRT Qualification

  • Social Security

    How Is Social Security Calculated For Married Couples?

  • Social Security|Tax Planning

    choosing an Intelliplan Financial Advisor as your advisor

    Are Social Security Benefits Taxable For Retirees?

Looking for a Particular Topic?

  • Retirement

    What Are My 401K Options After Retirement?

  • Tax Planning

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning|Retirement

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Planning|Life Insurance - Intelliplan Financial|Uncategorized

    Joe Overfield Achieves Prestigious MDRT Qualification

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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

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Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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