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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

  • Life Insurance Insights

    how much life insurance do i need

    How Much Life Insurance Do I Need?

  • Financial Planning Articles

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs (Required Minimum Distributions)

  • Featured Financial Articles|Financial Planning Articles

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • 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?

Looking for more personalized advice?

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

Looking for a Particular Topic?

  • Life Insurance Insights

    how much life insurance do i need

    How Much Life Insurance Do I Need?

  • Financial Planning Articles

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs (Required Minimum Distributions)

  • Featured Financial Articles|Financial Planning Articles

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • 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?

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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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Gahanna, OH 43230

(614) 255-7547
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