Use Action plan reminders in the Lifetime Plan

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:

Warn me if it looks like I'll run out of money before my plan ends.
Remind me to review my financial goals and progress every three months.
In the Monthly Report, show me how I'm doing on my Lifetime Plan.

Click Planning.
Click Planning Tools, and then click Lifetime Planner.
In the left pane, click Action plan.
Review the three reminders in the lower left of the page.
Do one of the following:
- Select the check box for each reminder you want to turn on.
- Clear the check box for each reminder you want to turn off.