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. Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.