MaxiFi Walkthrough A general overview of MaxiFi Planner.
Sat, 12 Sep, 2020 at 2:30 PM
Learn how to model a Roth conversion. MaxiFi will allow you to compare two or more IRA to Roth conversion strategies that you create and show you the ...
Sun, 11 Jul, 2021 at 1:49 PM
Alternative Profiles Discover the power of alternative profiles while using MaxiFi.
Wed, 23 Sep, 2020 at 4:46 PM
An introduction to how to read and understand reports. Read more: Understanding Your Report
Sun, 19 Jul, 2020 at 12:16 PM
An introduction to using Progress Tracker to track annual income and spending.
Thu, 25 Jun, 2020 at 9:16 AM
Living Standard Monte Carlo An introduction to Monte Carlo Risk analysis.
Sat, 12 Sep, 2020 at 2:33 PM
Understanding and Addressing Cash Constraint An introduction to cash constraint in your plan and how to fix it.
Wed, 23 Sep, 2020 at 4:48 PM
An introduction to real vs nominal with examples.
Wed, 24 Jun, 2020 at 9:57 AM
Learn how to add assets and manage investment strategies.
Mon, 17 Aug, 2020 at 9:42 AM
Retire early or work longer.
Wed, 9 Sep, 2020 at 5:52 PM