<topic sku="dlxbiz" tNum="287210" author="leighanw" xmlns="x-schema:hhTopicSchema.xml"><index><title>Use Action Plan reminders in your lifetime plan</title><category>lifeplan</category><klink type="prcdr">How do I use Action Plan reminders in the Lifetime Planner?</klink></index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>Your lifetime plan may be working well now, but what if your circumstances change? For example, you might change jobs or the value of your investments might go up or down. Turn reminders on to help keep yourself on track. The three reminders are:</p>
<ul>
<li>Warn me if it looks like I'll run out of money before my plan ends.</li>
<li>Remind me to review my financial goals and progress every 3 months.</li>
<li>In the Monthly Report, show me how I'm doing on my Lifetime Plan.</li>
</ul>
</reveal>
</extend>
<ol>
<li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
<li>In the left pane, click <emph>Action Plan</emph>.</li>
<li>Review the three reminders in the lower left of the page.</li>
<li>Select each reminder you want to turn on.</li>
<li>Clear each reminder you want to turn off.</li>
