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

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning|Retirement

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Financial Planning|Life Insurance - Intelliplan Financial|Retirement

    generational-wealth-for-retirees

    Building a Legacy: How Pre-Retirees and Retirees Can Create Generational Wealth

  • Financial Planning|Retirement|Tax Planning

    5 Often Overlooked Tax Planning Tips for Pre-Retirees

  • Financial Planning|Life Insurance - Intelliplan Financial|Retirement

    Different Financial Advisors

    What is the Difference Between a Fee-Only, Fee-Based and Commission-Based Financial Advisor?

  • Financial Planning|Retirement|Uncategorized

    savings

    3 Tax-Efficient Ways to Save Smarter, Not Harder

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Latest Tips

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance

  • Retirement

    The Sequence of Returns Risk and Your Retirement

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

  • Retirement

    What Are My 401K Options After Retirement?

  • Tax Planning

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning|Retirement

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

Looking for a Particular Topic?

  • Financial Planning|Life Insurance - Intelliplan Financial

    How to pay for college using life insurance

  • Retirement

    The Sequence of Returns Risk and Your Retirement

  • Retirement

    5 Retirement Concepts That Are Often Overlooked

  • Retirement

    What Are My 401K Options After Retirement?

  • Tax Planning

    6 Strategies To Be Tax Efficient In Your Retirement

  • Financial Planning|Retirement

    401(k)

    5 Ways To Help Recession-Proof Your Retirement

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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

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Gahanna, OH 43230

(614) 255-7547
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