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

  • Retirement

    hsa

    How an HSA Could Benefit Your Financial Health in Retirement

  • Retirement

    funds last

    3 Strategies to Make Your 401(k) Funds Last for the Long Haul

  • Financial Planning

    annuities

    The Long History of Annuities as Income Tools

  • Retirement

    How Your Divorce Could Derail Your Retirement

  • Financial Planning

    Why You Should Stop Overlooking Long-Term Disability Insurance

  • Retirement

    Have a Plan, Not Just a Stock Portfolio

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Latest Tips

  • Life Insurance - Intelliplan Financial

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance - Intelliplan Financial

    whole life insurance tax benefits create happiness and wealth

    What are the Tax Benefits of Dividend Paying Whole Life Insurance?

  • Financial Planning|Retirement

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning

    Estate Planning: Not Just For The Wealthy

Looking for a Particular Topic?

  • Life Insurance - Intelliplan Financial

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance - Intelliplan Financial

    whole life insurance tax benefits create happiness and wealth

    What are the Tax Benefits of Dividend Paying Whole Life Insurance?

  • Financial Planning|Retirement

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning

    Estate Planning: Not Just For The Wealthy

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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

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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