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Update my Lifetime Plan
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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.
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