Cookie Policy

Last Updated: Feb 7, 2025

What this policy covers

A “cookie” is the name for a piece of data contained in a very small text file that is associated with your web browser. Cookies are typically used to store information to help web sites and applications deliver and improve their services. This policy explains our use of cookies and provides information about how you can control our use of cookies in your browser:

This policy covers all websites, products and services offered by Economic Security Planning, Inc., under the following brands (hereafter referred to as “we,” “our services,” or “our sites”):

  • Maximize My Social Security
  • MaxiFi Planner
  • Economic Security Planning, Inc. (this site)

Important Notes:

  • We try to minimize data collection and offer you ways to opt out of automated data collection or marketing. We also encourage you to contact us with any specific concerns you feel we have not addressed. However, if you still do not agree with this cookie policy and your options herein, please simply do not access our services.
  • You may also want to review our Privacy Policy

Our cookies and how to control them

We use cookies directly to help provide our services to you. The cookies we set on your browser are used solely for two purposes:

  1. Identifying your browser for security purposes so we know whether you are logged in or not and to associate your login session with your browser.
  2. To keep track of minor preferences to improve your experience on the site, for example, whether you closed a particular alert message so we don’t keep showing you the same alert message repeatedly.

Because these cookies are either critical to the function and security of our services, or simple browsing enhancements, we do not offer you any direct control over them. However, you can adjust your browser preferences to reject all cookies from our sites and will be able to browse the informational parts of our websites but will not be able to log in to your account or access any of our financial planning tools.

For further information on controlling cookies in any browser, go the Help menu for the browser and search for “cookies.”

Third-party cookies and how to control them

Third-party service providers acting on our behalf use cookies to help deliver their services to us and you.

If you turn off third-party cookies in your browser's privacy and security settings, for the most part our websites and applications should continue to function, though you may notice occasional problems or some missing features, particularly in our commerce and help systems, where we use third parties to provide those services. If you do notice such problems, use the contact form on this site to contact us and let us know. We will evaluate if we can resolve the issue. If you need help turning off third-party cookies, please see the Help within your browser or contact the browser company for support.

If you are primarily concerned about advertisers tracking you, we think it is a safe assumption that you are surely concerned about their use on all sites you visit, not just ours. Therefore, we think it best for you to interact directly with the services for broader control of your privacy rather than simply blocking our site’s use. Following are some suggestions for blocking advertisers from tracking you. For further information, please contact the advertisers or the Network Advertising Initiative.

How we make changes to this policy

We keep our cookie policy under regular review and we will place any updates on this web page.

How to contact us with questions about cookies

Use the contact form on this site if you have any questions or concerns about this cookie policy.