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Ways to Monitor Change in Your Plan

This article describes ways to visualize updates as you make changes to your plan

1. See how your plan changes with every update in the Planner

Every time you change your Planner, the plan improvement meter will tell you how it impacted your plan. Try making changes to your plan, such as lowering your expense budget, to see if your cash flow changes or your projected estate increases.


2. See if a new coach alert is triggered

My Income & Retirement Planner Coach instantly identifies potential concerns and opportunities for your retirement plan based on the inputs in your Blueprint.

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