Intelliplan Financial Services Logo Transparent
Intelliplan Financial Services Logo
Intelliplan Financial Services Logo Transparent

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 Articles|Retirement Planning Articles|Tax Planning Articles

    Tips and Tricks Post It Note

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

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

    Different Financial Advisors

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

  • Financial Insights|Financial Planning Articles|Retirement Planning Articles

    financial savings notebook

    3 Tax-Efficient Ways to Save Smarter, Not Harder

  • Financial Planning Articles|Retirement Planning Articles

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2025

  • 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

Looking for more personalized advice?

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

Latest Tips

  • Retirement Planning Articles

    middle aged couple working on laptop while sitting at table

    Options for Your 401(k) After Retirement

  • Tax Planning Articles

    Senior couple having problems with paying their bills

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning Articles|Retirement Planning Articles

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Insights|Financial Planning Articles|Life Insurance Insights

    Joe-Overfield

    Joe Overfield Achieves Prestigious MDRT Qualification

  • Social Security Topics

    Afternoon Tea Leisure Casual Elderly Older Concept

    How Is Social Security Calculated For Married Couples?

  • Social Security Topics|Tax Planning Articles

    choosing an Intelliplan Financial Advisor as your advisor

    Are Social Security Benefits Taxable For Retirees?

Looking for a Particular Topic?

  • Retirement Planning Articles

    middle aged couple working on laptop while sitting at table

    Options for Your 401(k) After Retirement

  • Tax Planning Articles

    Senior couple having problems with paying their bills

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning Articles|Retirement Planning Articles

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

  • Financial Insights|Financial Planning Articles|Life Insurance Insights

    Joe-Overfield

    Joe Overfield Achieves Prestigious MDRT Qualification

Stay Informed

Subscribe to our Weekly Insider email to receive the latest financial tips, market insights, and Intelliplan updates directly to your inbox.

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 Services Logo

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

Useful links

© Copyright 2015 - 2025 | Intelliplan Financial | Privacy Policy | All Rights Reserved

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.

For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

Go to Top