Getting Started

A general user's guide to MaxiFi Planner

Getting Started
MaxiFi Walkthrough The video below provides a general overview of MaxiFi Planner. Learning Resources The following resources are great starting points ...
Tue, 2 Mar, 2021 at 9:32 AM
Setting Up Your Family
When you first begin, the program will walk you through the process of entering your data and generating your "base" financial plan. The process i...
Fri, 19 Jun, 2020 at 5:19 PM
Finding Help
Notice that on every screen there's a Help shortcut in the bottom right corner: This pop up will allow you to search for answers to questions and make ...
Thu, 25 Jun, 2020 at 1:56 PM
Importing Past Covered Earnings
This is how you import earnings. If you have an active subscription to Maximize My Social Security (MMSS), you can copy family data from Maximize My Soc...
Fri, 25 Sep, 2020 at 10:10 AM
Importing Social Security History
MaxiFi Planner does not "estimate" future Social Security benefits: it calculates them. A great deal of programming effort has been put into getti...
Fri, 19 Jun, 2020 at 6:17 PM
Running Your Plan
To run your base plan, choose the Base Profile and click the "run report" button in the Base Profile panel. After a few seconds, the report will a...
Fri, 19 Jun, 2020 at 6:22 PM
User Manual and Support Home
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Mon, 14 Dec, 2020 at 12:20 PM