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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

    retirement risk

    The Under-the-Radar Risk That Could Threaten Your Retirement

  • Retirement Planning Articles

    difficult retirement questions

    Difficult Retirement Questions Couples Should Answer

  • Retirement Planning Articles

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

  • Retirement Planning Articles

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning Articles

    401(k)

    What Are Your Options for Your 401(k) After You Retire?

  • Financial Planning Articles

    New Year Retirement Plan

    Reassess Your Retirement Plan This New Year

Looking for more personalized advice?

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

Latest Tips

  • Financial Planning Articles|Retirement Planning Articles|Social Security Topics

    social security early retirement

    3 Important Things About Social Security Early Retirement

  • Financial Planning Articles

    financial security

    Financial Security a Threat to the Retiring U.S. Middle-Class

  • Company News & Announcements

    Certified Financial Fiduciary

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

  • Retirement Planning Articles

    financial milestones

    Hit These Financial Milestones Before You Retire

  • Life Insurance Insights

    life insurance

    4 Ways to Give Life Insurance to Charity

  • Retirement Planning Articles

    Portrait of mature bearded businessman talking to young African colleague while discussing project in office, copy space

    3 Ways to Fund Your Early Retirement and Avoid Early Distribution Penalties

Looking for a Particular Topic?

  • Financial Planning Articles

    financial security

    Financial Security a Threat to the Retiring U.S. Middle-Class

  • Company News & Announcements

    Certified Financial Fiduciary

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

  • Retirement Planning Articles

    financial milestones

    Hit These Financial Milestones Before You Retire

  • Life Insurance Insights

    life insurance

    4 Ways to Give Life Insurance to Charity

  • Retirement Planning Articles

    Portrait of mature bearded businessman talking to young African colleague while discussing project in office, copy space

    3 Ways to Fund Your Early Retirement and Avoid Early Distribution Penalties

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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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