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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

    Transform Your Retirement Strategy

    5 Steps to Transform Your Retirement Strategy in 2026

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    4 Taxes to Mitigate or Avoid in Retirement

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

    Smart Year-End Tax Planning Strategies

    7 Smart Year-End Tax Planning Strategies for 2025

  • Financial Planning Articles|Retirement Planning Articles

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    Empowering Her: Retirement Challenges for Women & How to Overcome Them

  • Financial Planning Articles|Life Insurance Insights

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    Life Insurance: Don’t Overlook This as Part of Your Financial Plan

  • Financial Planning Articles|Retirement Planning Articles

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    Navigating Common Retirement Risks: The Power of a Holistic Approach

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Latest Tips

  • Social Security Topics

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    How Is Social Security Calculated For Married Couples?

  • Social Security Topics|Tax Planning Articles

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    Are Social Security Benefits Taxable For Retirees?

  • Retirement Planning Articles

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    What are the Secure Act 2.0 Changes?

  • Featured Financial Articles|Tax Planning Articles

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    What Aspects Are Included In Tax Management?

  • Financial Planning Articles

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    How to Find A Financial Advisor To Help Get Out Of Debt

  • Financial Planning Articles

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    3 Reasons Why Financial Advisors Are Important

Looking for a Particular Topic?

  • Retirement Planning Articles

    Freelancer working on distance on laptop, drinking coffee, watching webinars, e-learning online

    What are the Secure Act 2.0 Changes?

  • Featured Financial Articles|Tax Planning Articles

    intelliplan tax planning

    What Aspects Are Included In Tax Management?

  • Financial Planning Articles

    watching a taxes in retirement webinar llive from Intelliplan

    How to Find A Financial Advisor To Help Get Out Of Debt

  • Financial Planning Articles

    Businessman explaining mature colleague financial data on paper and discussing it with her at meeting

    3 Reasons Why Financial Advisors Are Important

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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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