How do I update my Lifetime Plan? (Lifetime Planner)

You can view and change your plan assumptions at any time, as your situation changes. For example, if one of your children decides to travel for a year or two before starting college, you can revise your plan to take this into account.

Click the Planning tab.
Click the Lifetime Planner button.
Click Change Assumptions.
Scroll through the list and click Edit to adjust or change a particular set of assumptions.

Notes

If it is easier for you to check your information on paper than on a computer screen, click Print to print out the plan assumptions.