Money reviews your financial situation as it is recorded in your file. When thereÆs something you should know about, youÆll see a message from Advisor FYI in the toolbar or on the Home page. Advisor FYI provides personalized suggestions regarding various aspects of your Money file that you can read and then act on.

To review an Advisor FYI message
  1. Click the Advisor FYI message.
  2. In the Review the Advisor FYI Details page, read the information provided (see Figure 1-12). In some cases thereÆs a chart to illustrate the suggestion.


    Figure 1-12. Review Advisor FYI suggestions.

  3. Under Take action, click a link to learn more about the suggestion or to actually implement the change in your Money file.