Make a quick change to the lifetime plan
If you have a change in your life, such as the purchase of a new car, you may want to update your lifetime plan without reviewing all of it.
- Click Planning.
- Click Planning Tools, and then click Lifetime Planner.
- In the left pane, click Results, and then click Comparing Plans.
- Click Edit Current Plan in the lower-right corner of the screen.
- Review the list of life events, and then click the one that describes your situation.
- Make your changes, and then click Done.
Set a lifetime plan as a baseline plan