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 Question Thank you! Oops! Related Contents Elder Care They may not admit it, but as your parents age they might need your financial help. Options for an inherited IRA or employer retirement savings You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations. Let’s Look Forward A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.