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 Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.