With the Money Lifetime Planner, you can envision your financial future. The Lifetime Planner will help you plan for your life goalsùwhether they include retiring comfortably, working less, being able to care for dependent parents, or buying the best house in town.

The Lifetime Planner will then help you implement and monitor your plan over the years. As your life changes, you can make sure your plan changes with you, so that it continues to reflect your goals.

So start planning now! The sooner you create your plan and put it to work, the better chance youÆll have of accomplishing your goals.

Watch the Lifetime Planner video. The video provides a demonstration of how you can work with the Lifetime Planner. On the Help menu, point to Instructional Videos, and then click Use the Lifetime Planner.