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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

  • 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

  • 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 to Avoid When Evaluating a Fixed Index Annuity

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

    Social Security Questions

    5 Social Security Questions to Ask Before Retirement

  • Financial Planning Articles|Retirement Planning Articles|Tax Planning Articles

    Tips and Tricks Post It Note

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

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Latest Tips

  • 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

  • Retirement Planning Articles

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    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

Looking for a Particular Topic?

  • 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

  • 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

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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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(614) 255-7547
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