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

    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

  • Retirement

    expect-unexpected-retirement-expenses

    Expect the Unexpected in 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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Latest 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?

  • Life Insurance - Intelliplan Financial

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance - Intelliplan Financial

    whole life insurance tax benefits create happiness and wealth

    What are the Tax Benefits of Dividend Paying Whole Life Insurance?

Looking for a Particular Topic?

  • 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?

  • Life Insurance - Intelliplan Financial

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    happy people with tax benefits from whole life insurance

    Discover the Benefits of Dividend Paying Whole Life Insurance

  • Life Insurance - Intelliplan Financial

    The Ultimate Guide to Whole Life Insurance Policy Loans

    The Ultimate Guide to Whole Life Insurance Policy Loans

  • Life Insurance - Intelliplan Financial

    whole life insurance tax benefits create happiness and wealth

    What are the Tax Benefits of Dividend Paying Whole 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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