Learning Center

In January, PhD economist, Wade Pfau, one of our nation’s most respected authorities on retirement decisions, co-authored, with CFA Massimo Young, yet anoth...

The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...

This article is highly critical of Wall Street’s conventional financial planning, in general, and Fidelity Investments’ financial planning, in particular. B...

In this episode I discuss how you can rescue your retirement with a live walk through of the Maxifi Planner, developed by ⁠Economic Security Planning,...

Like much of the world, Wall Street is psyched about AI, specifically using its deep learning to help sell “advanced” advice and financial products. Accordi...

In this episode I discuss how you can rescue your retirement with a live walk through of the Maxifi Planner, developed by ⁠Economic Security Planning, Inc.⁠...

In this episode of Economics Matters -- the Podcast, I cover Upside Investing. There are two holy grails in personal finance. One is building a floor to you...

Full Risk Investing and Upside Investing are MaxiFi's two educational tools for assessing investment and spending strategies. They both are forms of sto...