Learning Center

529 plans are formally known as Qualified Tuition Programs (QTP) and come in two flavors: pre-paid tuition plans and savings plans. 529 accounts in MaxiFi a...

Mid-year disruptions in the financial markets can raise questions about how to include sudden market gains or losses in your MaxiFi plan.  If there is a c...

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-...

If you have regular assets or asset (i.e., assets not held in a tax deferred qualified retirement plan) with with some amount of unrealized capital gains or...

Perhaps you want to set aside some money in case of emergency or as a buffer in case your plan doesn't work out as expected. To keep some funds in reser...

The option of adding a Health Saving Account is available in the Financial Assets area for each adult if married or partnered. If you do not see it, you can...

Your non-retirement assets, referred to as regular assets in MaxiFi Planner, are brokerage or saving account balances that MaxiFi uses to help smooth your d...

What is the purpose of a reserve fund?  A reserve fund is set up when you create a set of Regular Assets. Create the regular asset, indicate current balanc...