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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

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Retirement Planning Articles

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

  • Social Security Topics

    social security benefit

    What’s Your Plan to Maximize Your Social Security Benefit?

  • 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

Looking for more personalized advice?

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

Latest Tips

  • Featured Financial Articles|Financial Planning Articles|Social Security Topics|Tax Planning Articles

    4 taxes to mitigate or avoid in retirement planning

    4 Taxes to Mitigate or Avoid in Retirement

  • Financial Planning Articles

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning Articles|Retirement Planning Articles

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Life Insurance Insights

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

  • 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

Looking for a Particular Topic?

  • Financial Planning Articles

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning Articles|Retirement Planning Articles

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Life Insurance Insights

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

  • 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

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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.

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