Features and Benefits
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
MaxiFi Planner has been updated to incorporate the provisions of the SECURE Act of 2020 (and SECURE 2.0 RMD age changes) and the Tax Cuts and Jobs Act of 20...
Tue, 13 Jun, 2023 at 11:32 AM
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
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
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
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 ...
Fri, 13 Jan, 2023 at 4:45 PM
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
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
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