Contingency Planning

Contingency Planning
MaxiFi Planner Premium and Professional permits you to plan explicitly for the possibility of your early death or that of your spouse/partner. There is no c...
Sun, 21 Jun, 2020 at 10:20 AM
How do contingency settings affect my plan?
Contingency settings allow Married and Partnered families to specify changes that should happen to the financial plan in case one spouse/partner dies. Conti...
Thu, 18 Jun, 2020 at 2:39 PM
How do contingency settings work for retirement age?
For each adult in a married/partnered family, you can set a different retirement age that will take effect if the adult's spouse/partner dies first. Th...
Thu, 18 Jun, 2020 at 2:39 PM
How do contingency settings work for retirement account contributions?
For retirement accounts, you can set different contributions that will take effect if the spouse/partner of the account holder dies first. You can change a...
Thu, 18 Jun, 2020 at 2:40 PM
How do contingency settings work for future earnings?
For earnings, you can set different amounts that will take effect if the spouse/partner dies first, for example if you plan to reduce hours, or take an addi...
Thu, 18 Jun, 2020 at 2:40 PM
How do contingency settings work for special expenses and receipts?
For each special expense and receipt you can choose what, if anything, happens if either spouse/partner dies before the other. For example, a student loan p...
Thu, 18 Jun, 2020 at 2:41 PM
How do contingency settings work for housing?
For the primary home and vacation home (if any) you can choose what, if anything, happens if either spouse/partner dies before the other. For example, you m...
Thu, 18 Jun, 2020 at 2:41 PM