Use Action Plan reminders

Use Action Plan reminders

Play the Making Your Plan a Reality video.

Your financial plan may be working great now, but what if your circumstances change? For example, you could change jobs or your investments could go up or down. ItÆs a good idea to turn your reminders on to help keep yourself on track.

1 Go to Action Plan.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Action Plan.

2 Review the reminders under the heading ôTaking the Right Steps.ö

3 Check each reminder you want to turn on.

4 Uncheck each reminder you want to turn off.