Learn about the Improving Your Plan place
Tip: For easier reading, click (above).
Play the Fine-Tuning and Analyzing Your Plan video.
The Improving Your Plan place is where you learn about potential problems in your financial plan and the Lifetime Planner recommends ways to improve it. As your account balances change or you make changes to your plan, the recommendations in Improving Your Plan are automatically updated.
Use this place to view an analysis of your plan and read tips for fixing any problems. YouÆll also find links to related places of Money where you can change important variables that have an impact on your financial plan.
Where else can I learn about my plan?
See The Bottom Line to find if your plan works.
See Forecasts to analyze your plan and learn how to make it better.
See Assumptions to understand the assumptions underlying your plan.
See Yearly Snapshot to view a year-by-year analysis of your financial future.
See Action Plan to learn how to put your plan into action.