Whether Young, Middle Aged or Old, Rich or Poor, these Case Studies Show MaxiFi Planner's Extraordinary Power to Dramatically Improve Your Financial Life

Case Studies

A couple nearing retirement finds that delaying Social Security gives them 22% more to spend every year starting today!

Behind the scenes at MaxiFi, "consumption smoothing" is at work providing a unique, economic approach to financial planning.

Should Gina Get an Advanced Nursing Degree?

A couple has just retired and wants to determine if converting 401(k) assets to a Roth will raise their living standard.

A young couple explores the option of a stay-at-home dad.

A couple explores the option of the husband leaving his job with excellent retirement benefits and becoming self-employed.

Plan for a Lifetime with MaxiFi Planner