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. Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.