Learning Center

After establishing your Base Report, you can run the Maximized Plan. This special report maximizes your lifetime spending, potentially by hundreds of thousa...

When building your financial plan, you can choose to build a model that illustrates the range of what might probably happen, or you could build a cautious m...

Discretionary spending refers the amount of money left over to spend after taxes and specified off-the-top expenses such as housing, Medicare Part B, contri...

“Consumption Smoothing” is something we all try to do on a routine basis in our short-term economic lives. If we get paid once a month, we might try to budg...

MaxiFi Planner's goal is to show you your smooth, annual, discretionary spending from the current year through to the last year of the model. Discre...

Per-adult living standard is related to household discretionary spending. Whereas discretionary spending can be said to refer to the household's annual ...

How does MaxiFi derive the adult equivalents for various combinations of adults and children? Given our defaults that 2 can live as cheaply as 1.6 and that...

Fixed Spending includes the set of expenses you enter like housing, contributions to retirement and special expenses. But it also includes calculated amount...