Find out how often should I check my plan

Your financial plan results will be as useful as they are up to date. To ensure your plan is meaningful, check it:

• Every three months to be sure you're on track.
• When something happens that could affect your financial picture. If an investment you hold skyrockets, your plan results will change and you might consider taking some action.
• When you're contemplating a big financial decision. Add the event to the Lifetime Planner, then check the results. What do you think?

How do I experiment with events that might not happen?