Intelliplan Financial

09/02/2026

Turning 65 soon, or helping a parent figure out Medicare? It can be more confusing than it should be.

Part A, Part B, Medicare Advantage, Supplement plans... they all sound similar but work very differently, and picking the wrong one (or missing your enrollment window) can cost you.

We put together a breakdown of what to know before you apply, including how your enrollment period actually works and what happens if you miss it. Check it out as enrollment season is right around the corner:

https://www.youtube.com/watch?v=TZ5Ex1oEuQg Are you getting ready to apply for Medicare? Then, you've come to the right place! Applying for Medicare is a big undertaking, and having the correct information at hand will help guide your decisions. In this blog post, we'll cover eight key points you ne...

08/27/2026

Have you spent so much of your life taking care of everyone else that you've barely had time to think about your own retirement?

Women face a different set of challenges when it comes to retirement: longer life expectancies, career breaks for caregiving, and the pressure of stretching savings further.

The good news? With the right plan, you can retire on your own terms with confidence instead of crossed fingers.

Grab our free guide, "A Woman's Guide to Retirement Planning," and start creating a strategy that actually fits your life:

Women of today have many obstacles along the road to retirement and are taking charge of their future. With our guide to saving for retirement, you can feel empowered to take control of your finances will a clear-cut list of steps to take to prepare for the future you want.

08/26/2026

🐾It's National Dog Day!

Meet some of the furry friends of Intelliplan Financial. We'd love to see yours, too! Share a photo of your pup!

08/24/2026

What happens to your retirement plan if the unexpected happens?

It's an uncomfortable question, but an important one.

Reviewing how your plan holds up against a health event, a market downturn, or the loss of a spouse is one of the most valuable conversations you can have before retirement, not during it.

Start the conversation now, by clicking the link below: https://go.oncehub.com/schedulemyintro

08/20/2026

☀️ End of Summer Check-In!

As summer starts to wind down, we're curious:

What's one goal you've made progress toward over the past few months?

Personal, professional, or financial, we'd love to hear about it.

08/19/2026

Many people spend decades building their retirement savings but very little time planning how taxes could impact what they actually get to keep.

The good news? There are often opportunities to reduce your lifetime tax burden through thoughtful planning before and during retirement.

Simple decisions like when to claim Social Security, where to hold your investments, or how to plan for the sale of a business can have a meaningful impact on your overall retirement strategy.

We break down five often overlooked tax planning strategies in our latest article, "5 Often Overlooked Tax Planning Tips for Pre Retirees." Read it here:

https://youtu.be/hRlFb94jRjc “Am I paying too much in taxes?” You may be asking yourself that, and with retirement on the horizon, it’s more important than ever to do everything you can to assess and reduce your tax burden. While many pre-retirees like to focus on basic retirement account cont...

08/17/2026

Feeling overwhelmed by investment options? You're not alone.

Between employer plans, IRAs, brokerage accounts, and old 401(k)s from past jobs, it's common to end up with a scattered mix of investments and no unified strategy.

Bringing it all under one coordinated plan can make managing it feel less complicated. That's where we can help.

Comment "PLAN" or click the link below to book a free 20-minute call: https://go.oncehub.com/schedulemyintro

08/14/2026

We are back in Gahanna next week for our complimentary educational workshop focused on Social Security in retirement on August 20th.

It will begin at 6:30pm at the Columbus Metropolitan Library: Gahanna branch.

We’ll cover the questions we hear all the time, like:
• “When should I file?”
• “How do I get the most out of my benefits?”
• “How do spousal benefits work?”
• “Will my benefits be taxed?”

This workshop is designed for educational purposes only.

Register here to reserve your spot: https://www.myafea.org/event/16809

08/12/2026

For most of your career, the goal was simple: save as much as you can for retirement.

But as retirement gets closer, the questions often change.

We regularly talk with people who have worked hard, saved diligently, and built substantial retirement accounts. What they're trying to figure out now is how to turn those savings into a reliable income stream.

Which accounts should I withdraw from first? How will taxes affect my retirement income? Am I withdrawing too much—or not enough?

These are important questions, and they're not always easy to navigate on your own.

If retirement is on the horizon and you'd like a clearer understanding of how to bring all the pieces together, we'd be happy to have a conversation.

Schedule a complimentary consultation with our team: https://go.oncehub.com/schedulemyintro

08/11/2026

💡 Tuesday Tip: Changed jobs after 55? Your old 401(k) has more options than you might think!

When you leave an employer, you've generally got four choices: leave the account where it is, roll it into an IRA, move it to your new employer's plan, or cash it out (usually the most expensive route).

Each option can affect your taxes and investment growth a little differently, so it's worth understanding before making an irreversible decision.

Grab our free guide below to walk through your options and help figure out your next step: https://keap.page/gq247/401-k-options-guide.html

Leaving a job is a big transition—and your 401(k) is an important piece of the puzzle. The decision you make now can have a lasting impact on your taxes, investment growth, and overall retirement plan.