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 A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. The History of Retirement Do you know where the idea of “retirement” comes from? Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.