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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...

Quick financial planning is not just quick, it’s quick and fill in the blank. There are too many first-order factors involved in decisions — like when and h...

Optimal Roth Conversions Are Extremely Non-Linear Making Global Search, Not Rules of Thumb Essential Non-Linearity Is Our World — Physically and Fina...

Should I rent to unlock home equity? A MaxiFi Case Study. Read full case study here.

MaxiFi's Roth Conversion Optimizer Is a Must Try. Read the Full Post

MaxiFi Planner Can Save Your Kids, If Not Your Marriage Read the Article

MaxiFi Planner's Remarkable New Estate Planning Capacity Read the article.

Take your best shot at matching the power of economics-based financial planning. Read the article.

Try this out on your fin advisor. If they can't answer these questions, have them run MaxiFi before providing you financial advice. Or, like tens of tho...

JD’s statement suggests that we’ll pay dramatically lower taxes on our 2025 incomes than our 2024 incomes. Sadly, this is not remotely true. Read the ar...