Learning Center

You can't spend over your lifetime more than you have. Your lifetime balance sheet reflects this point. It shows that your lifetime spending or outlays ...

The Annual Saving and Withdrawals report shows you the pattern of saving and withdrawals needed in your planning model to keep your per-adult living standar...

The user manual will address details about your MaxiFi reports in other sections, but here we address the basics. See the video and additional pointers belo...

Creating an alternative profile and running a comparison report allows you to see two reports and make easy comparisons between your base profile and an alt...

You can return to your Base Profile by clicking on "base profile" at the top of the report screen.  After returning to your base profile you can ...

The Federal Tax Detail report can be found in the Spending Overview report. This worksheet can give you a broad overview of the federal tax calculations and...

Usually, when you run a comparison report of two different profiles – call them A and B – if your lifetime discretionary spending is higher in profile A tha...

No because we do not think break even analysis is appropriate and don't include it in our results. Break even analysis determines how many years one nee...

By Brooks Rimes Background MaxiFi Planner calculates a Discretionary Spending (DS) amount, which is defined as the amount we can spend other than for hous...

Several things can happen when you change the inflation rate, the nominal return rate, or both in regular assets for an Alternative Profile. For a full expl...