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

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

  • Retirement

    difficult retirement questions

    3 Difficult Retirement Questions Every Couple Should Answer

  • Retirement

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

  • Retirement

    expect-unexpected-retirement-expenses

    Expect the Unexpected in Retirement

  • Financial Planning

    401(k)

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

  • Financial Planning

    New Year Retirement Plan

    New Year’s: The Right Time to Reassess Your Retirement Plan

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

Latest Tips

  • Financial Planning|Retirement|Social Security

    social security early retirement

    3 Important Things About Social Security Early Retirement

  • Financial Planning

    financial security

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

  • Company News

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

  • Retirement

    Hit These Financial Milestones Before You Retire

  • Life Insurance - Intelliplan Financial

    4 Ways to Give Life Insurance to Charity

  • Retirement

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

Looking for a Particular Topic?

  • Financial Planning

    financial security

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

  • Company News

    Joe Overfield Earns Certified Financial Fiduciary ® Designation

  • Retirement

    Hit These Financial Milestones Before You Retire

  • Life Insurance - Intelliplan Financial

    4 Ways to Give Life Insurance to Charity

  • Retirement

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

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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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