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 RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living.