Getting Started
A general user's guide to MaxiFi Planner
MaxiFi Getting Started Videos Watch our Getting Started Video Series Learning Resources The following resources are great starting points for learning Ma...
Sun, 16 Feb, 2025 at 5:47 PM
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
This series of videos provides a brief overview of the key features of MaxiFi, giving you several tips and tricks along the way for getting the most out of ...
Sun, 16 Feb, 2025 at 5:39 PM
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 s...
Thu, 4 May, 2023 at 11:18 AM
A great deal of programming effort has been put into getting MaxiFi's Social Security calculation right. But it's complicated. For example, what'...
Fri, 12 Nov, 2021 at 9:44 AM
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 Index Top level Support Index
Mon, 14 Dec, 2020 at 12:20 PM