- 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 - ResourcesResources
- 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
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- 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
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Past Webinars and Podcasts
Catch up on every hint and insight with the full MaxiFi back catalog and take control of your finances.
Using MaxiFi to Do Estate Planning -- Jay Abolofia Demo's MaxiFi's New Powerful Tools
Jay Abolofia
President, Lyon Financial Planning
May 30, 2025
Podcast
Using MaxiFi to Do Estate Planning -- Jay Abolofia Demo's MaxiFi's New Powerful Tools
Watch replay
Former Airforce Pilots: Flying the U-2 & C-5, Flying for United & Landing their Finances With MaxiFi
Mark and Kara Brandt
Former Airforce Pilots, Finance Experts
May 1, 2025
Podcast
Former Airforce Pilots: Flying the U-2 & C-5, Flying for United & Landing their Finances With MaxiFi
Watch replay
Allan Roth Returns to Economics Matters with Critical Investment Advice
Allan Roth
Financial Planner
Jan 23, 2025
Podcast
Allan Roth Returns to Economics Matters with Critical Investment Advice
Watch replay
Terry Savage Returns to Economics Matters to Discuss Roth Conversions
Terry Savage
Best-Seling Author and Personal Finance Expert
Jan 15, 2025
Podcast
Terry Savage Returns to Economics Matters to Discuss Roth Conversions
Watch replay
Moshe Milevsky, Discusses Mitigating Longevity Risks Via Past, Present & Future Tontines & Annuities
Moshe Milevsky
Personal Finance Economist
Dec 5, 2024
Podcast
Moshe Milevsky, Discusses Mitigating Longevity Risks Via Past, Present & Future Tontines & Annuities
Watch replay
Medicare Open Enrollment Is Here! And Phil Moeller's Back to Discuss his New Book
Philip Moeller
NY Times best-selling author
Oct 17, 2024
Podcast
Medicare Open Enrollment Is Here! And Phil Moeller's Back to Discuss his New Book
Watch replay
America's Premiere Personal Finance Journalist
Scott Burns
Dallas Morning News
MaxiFi New Lifetime Balance Sheet and Upside Investing for Households
Rick Miller, Ph.D., CFP®
Founder of Sensible Financial Planning
Jun 14, 2022
Webinar
MaxiFi New Lifetime Balance Sheet and Upside Investing for Households
Watch replay
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