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

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    Discover the Benefits of Dividend Paying Whole Life Insurance

Looking for more personalized advice?

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

Latest Tips

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    Life Insurance Beneficiaries: Who Should You Choose?

  • Retirement

    Roth Conversion: Why It Could Be Right for Your Retirement

  • Retirement

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    Are You Making Assumptions That Could Threaten Your Retirement?

  • Social Security

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

  • Retirement

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  • Retirement

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

Looking for a Particular Topic?

  • Life Insurance - Intelliplan Financial

    Life Insurance Beneficiaries: Who Should You Choose?

  • Retirement

    Roth Conversion: Why It Could Be Right for Your Retirement

  • Retirement

    retirement assumptions

    Are You Making Assumptions That Could Threaten Your Retirement?

  • Retirement

    hsa

    How an HSA Could Benefit Your Financial Health in Retirement

  • Retirement

    funds last

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

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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.

INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
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