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...

Currently MaxiFi does not provide a specific Health Savings Account (HSA) feature, but here is how you handle HSA payments for medical expenses as well as H...

Your non-retirement assets, referred to as regular assets in MaxiFi Planner, are an important component of your financial plan. Each plan or variation in th...

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...