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 A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. What Is a Stretch IRA? If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.