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 The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular? 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.