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 Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Social Security beneficiaries get the biggest raise since 20 There will be a 2.8% increase in Social Security benefits in 2019. Ask your advisor about filing strategies. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.