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. Social Security: The $64,000 Question One of the most common questions people ask about Social Security is when they should start taking benefits. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.