October 9, 2023

We introduced a new Dashboard that highlights and focuses on MaxiFi's findings and actionable items, such as your discretionary spending level, retirement account withdrawals or contributions, regular asset saving or withdrawals, and life insurance. The report was developed in response to (and with input from) many customers who expressed being overwhelmed or confused by the detail in MaxiFi's results. The new dashboard introduces key areas and concepts in your plan, encouraging you to learn more and explore deeper.