Learning Center

To learn more about how we determine safe inflation and return rates, see Inflation and Rate of Return Data (includes spreadsheet data). Taxes, Social S...

Only enter depreciable property (e.g. buildings) into the MaxiFi Real Estate screen. Handle non-depreciable property (e.g. land) as special expense at the t...

You can't count on dying on time -- at your life expectancy. Your life expectancy is the number of more years you will live, on average. But essentiall...

Make sure to follow these steps exactly: Go to the Social Security Administration website and create an account if you don't already have one Log ...

All of the reports are presented in current year real dollars and show end-of-year balances. Every model assumes three important variables: prior end-of-...

We are not planning to incorporate CARES Act rules in MaxiFi since they are optional or require more information than is currently in MaxiFi and users can e...

If you enter a dollar amount in this field, the program (not you) will determine what years the borrowing occurs and to what extent or how much debt you tak...

For land assets you should user Special Expenditures and Receipts since land is not depreciable. For detailed help with examples of how to account for non-d...

Using the Lump Sum option when creating a pension will create taxable income. That's one option for those with pension options. But creating a rollove...

To discover the optimal Social Security benefit collection strategy with the highest lifetime present value, go to the Profile Dashboard and run a Maximizat...