- FeaturesFeaturesHow it WorksUnderstand the MaxiFi features that help you build your lifetime planRoth Conversion OptimizerMaxiFi helps you optimize conversions and reduce taxesUse CasesHow can you put MaxiFi to use?Life Insurance Contingency PlanningGet peace of mind from life insurance recommendations tailored for youLiving Standard Monte CarloManage your living standard risk with confidence
- ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicePersonal, expert support to make the most of your financial plan
Flight Check ServiceAsk your questions and make sure your plan is ready for take off with a MaxiFi expertLearn More - ResourcesResourcesWebinars and PodcastsExpert tips and guides to help you get the maximum from MaxiFiArticlesIn-depth commentary on the financial planning landscapeBooksFrom the world-renowned economist behind MaxiFiBlogInsights to help you optimize your financesFAQYour most pressing questions answeredFinancial GlossaryKey financial concepts explained in detail
- Why MaxiFiMaxiFiEconomics-Based PlanningHow MaxiFi's economics approach gives you a clear view of your financesCase StudiesReal stories about how MaxiFi helps users make smarter decisionsTestimonialsMaxiFi is trusted by households and experts for clarity and confidenceHow MaxiFi ComparesWith so many tools out there, how do you know MaxiFi is right for you?Press and ReviewsRead expert commentary and critical acclaim for MaxiFi
- Pricing
- AboutCompanyOur VisionThe best person to take control of your financial future is youMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramShare MaxiFi with your audience to help them take control of their financesCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
From the World-Renowned Economist Behind MaxiFi
Learn more about personal finance, retirement, Social Security, and the economic systems that your long-term goals rely on with these best-sellers from economist and MaxiFi founder, Laurence Kotlikoff.
Featured Book
Money Magic:
An Economist’s Secrets to More Money, Less Risk,and a Better Life
In Money Magic, Laurence Kotlikoff — economist, finance expert, MaxiFi founder, and New York Times bestselling author of Get What’s Yours: The Secret to Maxing Out Your Social Security — breaks down the secret tricks you need to transform your financial future.
By ditching the usual Wall Street jargon and one-size-fits-all approach, Kotlikoff offers readers a clear path to a richer, happier, and safer financial life. Investing in your education, career, marriage, lifestyle, or home? Planning for your retirement? Making Social Security decisions?
Whatever your priority, Kotlikoff’s approach uses economics and advanced computational modelling to help you reach your goals.
You’ll learn:
- How to choose a career that maximizes your lifetime earnings.
- How to get a superior education without the debt.
- Why cashing out your IRA to pay off your mortgage could deliver long-term gains.
- Why delaying retirement can reduce your tax and increase your savings.
Most importantly, Money Magic doesn’t just tell you what to do. Instead, it gives you the tools and knowledge you need to transform your financial thinking. Get ready to harness the economics-based approach to financial planning and manage your lifetime finances with care, confidence, and control.
With Kotlikoff’s characteristic heart, wit, and insight, this book combines the best of economic thought with the care and humanity that your financial future deserves.
Praise for Money Magic
Robert C Merton
Armstrong Financial Strategies, Cheshire, CT
George Akerlof
Nobel Laureate in Economics, 2001 and co-author of Phishing for Phools
Scott Burns
Personal finance columnist
Jane Bryant Quinn
Author of How to Make Your Money Last
.png)
Forbes
.png)
The Washington Post
Featured Book
The New York Times Bestseller: Get What’s Yours!
Get the new updated version today, with revisions reflecting new Social Security law changes as of 2016.
Get What’s Yours is the definitive book on how to navigate the maze of Social Security and emerge with the best possible outcome for your financial future. At once an engaging manual of tactics and strategies and a comprehensive financial commentary, this is an unmatched resource for readers at every stage of their lifetime financial planning.
Yes, you could try reading all 2,728 rules of the Social Security system (and the thousands of books and articles trying to explain them), or you can turn to the experience of world-renowned economist Laurence Kotlikoff, bestselling writer Philip Moeller, and economics broadcaster Paul Solman. In Get What’s Yours, the trio explain the Social Security system comprehensively and comprehensibly, showing how you avoid missing out on tens of thousands of dollars with a few simple steps.
In the new, updated version, you’ll also find your guide to the changes to Social Security that take effect in 2016, including:
- Why it’s more important than ever to wait longer (until age 70, if possible) to claim.
- The implications for divorced spousal benefits that most don’t even know about.
- How Medicare rules should shape your Social Security decisions.
Through strategies to get started and stirring stories, Get What’s Yours includes specific advice that can benefit you if you are:
- A married or retired couple
- Divorced
- A widow or widower
- A retired parent of dependent children
- Disabled
- An eligible beneficiary who continues to work
By addressing the tax consequences of your choices, as well as the financial implications for other investments, this book leaves no stone unturned. Many personal-finance books briefly address Social Security, but none offers the full, authoritative, yet conversational analysis of Get What’s Yours.
If you or a family member are one of the more than 52 million Americans aged 54 to 69, ten thousand of whom reach Social Security’s full retirement age of 66 every day, Get What’s Yours is an invaluable, and indispensable, tool.
What Readers Are Saying about ‘Get What Yours’
Other Titles by Laurence Kotlikoff
Generational Accounting: Knowing Who Pays, and When, for What We Spend
Analysis of how the government’s budget deficit is the cornerstone of conventional economic policy and argues that it is a number devoid of economic content.
Spend 'Til the End
Revolutionary guide to financial planning that focuses on maintaining a smooth living standard throughout your life.
The Clash of Generations
Examines how current economic policies are creating a generational conflict and offers solutions to ensure fiscal sustainability.
About the Author
Laurence J. Kotlikoff
Laurence Kotlikoff is a professor of economics at Boston University, Fellow of the American Academy of Arts and Sciences, Fellow of the Econometric Society, Research Associate of the National Bureau of Economic Research, president of Economic Security Planning, Inc., and director of the Fiscal Analysis Center.
A New York Times bestselling author, he has written nineteen books and hundreds of professional articles and op-eds. He is a frequent television and radio guest. His columns have appeared in the New York Times, Wall Street Journal, London Financial Times, the Boston Globe, Bloomberg, Forbes, Yahoo.com, Fortune, and other major publications. In 2014, The Economist named him one of the world's 25 most influential economists.