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 RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? What Is an Annuity? Annuities are versatile tools that can help you save for retirement and generate income in retirement. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.