Getting Started

A general user's guide to MaxiFi Planner

Getting Started
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
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
Getting Started Video Series
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
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 s...
Thu, 4 May, 2023 at 11:18 AM
Importing Social Security History from SSA.gov
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
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
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Mon, 14 Dec, 2020 at 12:20 PM