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financial planning

American  

noun

  1. the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.

  2. the business of devising such programs.


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Example Sentences

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That includes financial assets, investment accounts, intellectual property, personal belongings and other assets used for retirement or financial planning.

From Los Angeles Times ● Oct. 1, 2026

A Monte Carlo simulation, widely used in financial planning, calculates the probability that you’ll run out of money before you die.

From Barron's ● Sep. 26, 2026

It sounds like he might not have great role models when it comes to financial planning.

From MarketWatch ● Sep. 23, 2026

Such risks require careful financial planning, even when pilots are in the middle of their peak earning years, advisers who work with them say.

From The Wall Street Journal ● Sep. 16, 2026

I appreciated their business savvy and the way they always looked out for me, but the last thing I wanted to think about on the eve of my nineteenth birthday was financial planning.

From "Courage to Soar" by Simone Biles

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