Learning Center

MaxiFi Planner Premium and MaxiFi Professional permit you to plan explicitly for the possibility of your early death or that of your spouse/partner. There i...

Contingency settings allow Married and Partnered families to specify changes that should happen to the financial plan in case one spouse/partner dies. Conti...

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. The...

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...

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...

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...

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...