Frequently Asked Questions

What operating systems (Mac, Windows, etc.) does MaxiFi software work on?

MaxiFi software is web based and works on any modern version of Windows, Mac OS, or Linux using any modern web browser, such as Microsoft Edge, Chrome, Firefox, or Safari.

Will MaxiFi software work on my iPad, tablet, phone, etc.?

Yes, MaxiFi software works on most common tablets and phones and data entry is very easy on any device. However, because MaxiFi software presents detailed financial information, you may find that you have a better experience reviewing reports by using a tablet or larger device rather than a phone.

Other financial planning tools are free, why should I pay for MaxiFi software?

Most other financial planning software companies have other ways of making money, usually by managing and investing your assets or selling you financial products such as life insurance. Our sole focus is developing personal financial planning software to provide you with a solid, detailed financial plan you can trust.

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The free tools also use simplistic, outdated "rules of thumb" and lack precision when it comes to crucial aspects of your plan, such as Social Security benefits and state taxes. Because our focus is on planning, we constantly work to improve the power and accuracy of our software.

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Is my data secure?

We strive at all times to provide our software and services in a manner that preserves customer privacy and data security. We follow best practices in the financial software industry to keep your data safe and secure, including industry-standard levels of encryption of data in transit and at rest.

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Can MaxiFi software help me if I’m already retired?

Yes, MaxiFi software can help retirees make all kinds of decisions. By trying out different scenarios and comparing your living standard under each, you can see the consequences of many decisions such as:

  • Downsizing your home
  • Purchasing long-term care insurance
  • Postponing Social Security
  • Continuing to buy life insurance
  • Paying off your mortgage
  • Different investment and spending strategies
  • Different ages of initiating retirement account withdrawals
  • How much to spend each year
  • How much to help with a child or grandchild's education or other needs
  • Changing the order of withdrawal from retirement accounts (Roth vs. Regular IRA)
  • Moving to a different state
  • Annuitizing all or part of your 401(k)

Can MaxiFi software help me if I’m nowhere near retirement?

Yes, MaxiFi software is not just for planning retirement, it’s a tool that helps you make smarter financial decisions at any stage of life. By trying out different scenarios and comparing your living standard under each, you can see the consequences of many decisions such as:

  • Taking a new job
  • Having a child
  • Buying a home
  • Moving to a different state
  • Paying off student loans
  • How much to spend each year
  • How much to save each year
  • How much life insurance to buy

How do I contact customer support?

Are you a current customer experiencing a problem with MaxiFi? Create a support ticket

Our standard technical and product support is through email-based support tickets. We are very responsive to customer support requests and most customers find our software easy to use and our email-based support can usually answer any questions.

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