Plan It

More Information

Plan It has many interactive products to keep your members interested.

Members can use the calculators in Plan It to develop budgets, see how inflation affects prices, calculate their net worth, and much more. The audio section features segments from the Home and Family Finance radio, and covers a multitude of topics.

Among the interactive features in Pre-retiree Lane are polls, for your members to see how they compare with other Pre-retiree Lane viewers on different topics; Financial Longevity, for members to find out how long their wealth will last them; Click ‘N’ Learn, a tutorial with simple steps on how to become financially organized; and "Meet Your Neighbor," where members can meet the residents of Pre-retiree Lane, and the situations they face on the road to retirement.

There’s a multitude of topics covered within Plan It

In Plan It your members can obtain information about investing and growing their "nest egg;" learn how to manage their spending and credit with information on budgeting and debt; and be informed about reverse mortgages as well as home equity and home values. Your members can also discover the importance of estate planning and legal documents and wills; find out about the many kinds of insurance, including homeowners and long-term care insurance, and much more!

What’s in store for Plan It?

In the future Plan It will have many new features added, including:

• Videos on different topics to help enhance the Plan It site
• Social Security Calculators where members can input their financial information for "today," and see where they stand "tomorrow"
• Check out the What's New section of Plan It to see upcoming content

If you or your members have any questions or suggestions, feel free to send them our way!

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