MaxiFi

Meet MaxiFi

MaxiFi models a household's finances to estimate spending capacity across its lifetime. Income, assets, taxes, Social Security, and insurance needs feed into a baseline plan. Users can change assumptions and compare how decisions affect projected spending and living standards.

The web-based software supports retirement planning and other long-term choices, with versions for households and professional users. A change to a retirement date or benefit assumption can be examined in the context of the whole plan. The projections depend on the household information entered and the assumptions selected, which can be updated as circumstances change.