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 Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living.