Learning Center

You can change from Married to Partnered and vice versa. If single, you can add an ex or deceased spouse, or remove ex or deceased spouse. At this time we d...

Make sure to follow these steps exactly: Go to the Social Security Administration website and create an account if you don't already have one Log i...

If you are concerned about Social Security benefits being cut in some future year, perhaps due to legislation or other reasons, you can see the impact easil...

MaxiFi adjusts its life insurance recommendations to make sure that your survivor has enough funds at each of your possible ages of death to cover bequests ...

Contingency planning does not currently allow you to create a single year receipt upon the death of a spouse such as would be the case for a term life payme...

MaxiFi does not have an option for after-tax IRA contributions.  These contributions are close to a Roth for the contributions and for some of the money at...