Our planning tools are designed to provide clear, practical suggestions to improve households' financial futures. Our programs are available in household and professional advisor versions and designed to help with important life cycle decisions.
MaxiFi is our state-of-the-art financial and retirement planning tool that calculates what you should spend, save, and insure annually to maintain your living standard. It also examines tens of thousands of Social Security, retirement account, Roth conversion, and other strategies to raise your living standard. The result is often tens to hundreds of thousands of dollars in additional lifetime spending.
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Top-ranked by the Wall Street journal, this web-based program finds the unique collection strategy that will maximize your lifetime Social Security benefits. Learn when and how to collect retiree, spousal, survivor, divorcee, parent, and child benefits to achieve the highest lifetime benefits. Incorporates all Social Security provisions and options for singles and married couples.
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