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

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Social Security

    social security benefit

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

  • 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

  • Financial Planning

    holiday gifts

    How to Pay for Holiday Gifts Without Breaking the Budget

  • Financial Planning

    Roth ira

    What Will Happen to Your Roth IRA After You Pass Away?

Looking for more personalized advice?

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

Latest Tips

  • 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

  • Financial Planning

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning

    will substitutes

    Should You Use a Will Substitute?

Looking for a Particular Topic?

  • 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

  • Financial Planning

    long-term care

    2 Strategies to Pay for Long-Term Care

  • Retirement

    early retirement

    4 Signs You’re Ready for Early Retirement

  • Financial Planning

    will substitutes

    Should You Use a Will Substitute?

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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@dev29.robintek.com

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