Financial Planning Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.