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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.


Other Word Forms

Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

In price-sensitive countries like India, where studying abroad depends on careful financial planning, families are now far less willing to take that kind of risk.

From BBC • Apr. 14, 2026

The financial planning expert isn’t putting any cash in 529 college-savings accounts for his four kids because he wants more flexibility for his investments.

From The Wall Street Journal • Mar. 31, 2026

You won’t get a charitable deduction, “but the fact that your RMD isn’t increasing your income means you’re effectively getting the deduction,” says Stephen Baxley, head of tax and financial planning at Bessemer Trust.

From Barron's • Mar. 5, 2026

Choi recognizes this caveat but said he thinks it is valuable to incorporate even a rough approximation of, say, future earnings rather than exclude them from financial planning.

From The Wall Street Journal • Feb. 19, 2026

His firm — Kavesh and Gau — is the biggest in its field in southern California and one of the top financial planning firms in the country.

From "The Tipping Point" by Malcolm Gladwell

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