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? Address Thank you! Oops! Related Contents Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.