Learn why I'd want to exclude something from my plan

Tip: For easier reading, click    (above).

Part of planning is being able to see how different events will affect your bottom line, so that you can make changes to your plan as needed. The Lifetime Planner makes it easy to set up as many potential events as you have dreams, then finally include only the ones that create the results you want.

Once you've excluded an event from your plan, there's no need to delete it completely ù you can just leave it there, with the Exclude from lifetime plan option checked so that the event doesn't affect your results.

If you removed an event because, say, it didn't seem like you could afford it, you might want to plug it back in if your circumstances change. At that point, all you need to do is uncheck the Exclude from my lifetime plan option for the event, and it's in!

(Note that excluding certain items will automatically exclude related items. For example, if you exclude an account from your lifetime plan, contributions to that account are also excluded.)

How do I experiment with events that might not happen?