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 Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.