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Blog2026-04-29T20:57:30+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.

Latest Tips

  • Financial Planning Articles|Life Insurance Insights

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    How to become your own banker using life insurance

  • Financial Planning Articles|Life Insurance Insights

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    How to pay for college using life insurance

  • Retirement Planning Articles

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    The Sequence of Returns Risk and Your Retirement

  • Retirement Planning Articles

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    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 more personalized advice?

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

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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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.

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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. 

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