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

    3 Reasons Why Financial Advisors Are Important

  • Social Security

    How Much Can I Earn While On Social Security In 2024?

  • Life Insurance - Intelliplan Financial

    how much life insurance do i need

    How Much Life Insurance Do I Need?

  • Financial Planning

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs ( Required Minimum Distributions )

  • Featured|Financial Planning

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • Featured|Financial Planning|Social Security|Tax Planning

    4 taxes to mitigate or avoid in retirement planning

    4 Taxes to Mitigate or Avoid in Retirement

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Latest Tips

  • Retirement

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning|Retirement

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

  • Retirement

    10 Steps To Having A Successful Retirement

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance

Looking for a Particular Topic?

  • Retirement

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning|Retirement

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

  • Retirement

    10 Steps To Having A Successful Retirement

  • Retirement

    choosing an Intelliplan Financial Advisor

    Estate planning checklist: Your 12-step guide

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to become your own banker using life insurance

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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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