Getting Started
A general user's guide to MaxiFi Planner
Overview Welcome to MaxiFi — we’re glad you’re here! This article is designed to help you hit the ground running and understand how to use the software wi...
Thu, 8 May, 2025 at 10:07 AM
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
Overview MaxiFi puts a lot of effort into getting Social Security calculations right, but Social Security rules can be complex. One example is the recalcul...
Mon, 5 May, 2025 at 4:01 PM
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