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 Content A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.