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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

  • Retirement Planning Articles

    hsa

    How an HSA Could Benefit Your Financial Health in Retirement

  • Retirement Planning Articles

    funds last

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

  • Financial Planning Articles

    annuities

    The Long History of Annuities as Income Tools

  • Retirement Planning Articles

    divorce

    How Your Divorce Could Derail Your Retirement

  • Financial Planning Articles

    disability

    Why You Should Stop Overlooking Long-Term Disability Insurance

  • Retirement Planning Articles

    stock portfolio

    Have a Plan, Not Just a Stock Portfolio

Looking for more personalized advice?

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

Latest Tips

  • Life Insurance Insights

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance Insights

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance Insights

    whole life insurance tax benefits create happiness and wealth

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

  • Financial Planning Articles|Retirement Planning Articles

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement Planning Articles

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning Articles

    Senior couple planning their investments with financial advisor in living room

    Estate Planning: Not Just For The Wealthy

Looking for a Particular Topic?

  • Life Insurance Insights

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance Insights

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance Insights

    whole life insurance tax benefits create happiness and wealth

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

  • Financial Planning Articles|Retirement Planning Articles

    Financial Professional vs Retirement Income Planner

    Financial Professional vs Retirement Income Planner

  • Retirement Planning Articles

    in service distribution protects your 401k

    How To Protect Your 401k With In-service Distributions

  • Financial Planning Articles

    Senior couple planning their investments with financial advisor in living room

    Estate Planning: Not Just For The Wealthy

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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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