If you have a change in your life, such as a new baby, a promotion, or a career change, you can update your lifetime plan without reviewing all of it.

To monitor your lifetime plan
  1. On the Planner menu, click Lifetime Planner.
  2. In the left pane, click Results, and then click Comparing Plans.
  3. In the lower-right corner of the screen, click Edit Current Plan.
  4. Review the list of events and click the one that describes your situation.
  5. Make your changes, and then click Done.
Ask Money

Lifetime Planner. In the Ask Money box at the bottom of the Help pane, type ôLifetime Plannerö and then click Search. YouÆll see Help topics that provide additional details about the Lifetime Planner.