Features and Benefits

How Does MaxiFi Differ From My Current Financial Planning Tool?
Many so-called “planning tools” are simply aggregators. They pull together your account balances each time you sign in and show you your current balance yea...
Thu, 2 Jul, 2020 at 1:52 PM
Is MaxiFi up to date with the latest tax law changes?
MaxiFi Planner has been updated to incorporate the provisions of the SECURE Act of 2020 and the Tax Cuts and Jobs Act of 2017. Learn more about the TCJA cha...
Thu, 23 Jul, 2020 at 8:22 PM
Can MaxiFi help me if I’m nowhere near retirement?
Yes, MaxiFi software is not just for planning retirement, it’s a tool that helps you make smarter financial decisions at any stage of life. By trying out di...
Wed, 17 Jun, 2020 at 8:09 PM
What is the difference between MaxiFi and ESPlanner?
The major difference is that MaxiFi Planner is web based and ESPlanner is a download that runs on Windows. However, there are some features in MaxiFi that a...
Wed, 17 Jun, 2020 at 8:04 PM
Can MaxiFi help me if I’m already retired?
Yes, MaxiFi software can help retirees make all kinds of decisions. By trying out different scenarios and comparing your living standard under each, you can...
Wed, 17 Jun, 2020 at 8:09 PM
Does MaxiFi include investment or portfolio analysis?
MaxiFi is a long-range planning tool that helps you to build life-cycle models (i.e., models that reflect various periods of saving and dissaving; children ...
Wed, 17 Jun, 2020 at 8:07 PM
Other financial planning tools are free, why should I pay for MaxiFi?
Most other financial planning software companies have other ways of making money, usually by managing and investing your assets or selling you financial pro...
Wed, 17 Jun, 2020 at 8:09 PM
I'm an ESPlanner user. Should I switch to MaxiFi?
You might begin thinking about this by reviewing the comparison chart linked below. Note that most features of ESPlanner are now included in MaxiFi Planner....
Sun, 20 Dec, 2020 at 10:44 AM
Do I need both MaxiFi and Maximize My Social Security?
The Maximized Plan in MaxiFi Planner includes the exact same accurate and comprehensive Social Security optimization we have in our Maximize My Social Secur...
Wed, 17 Jun, 2020 at 9:12 PM