MaxiFi Testimonial

I'm a fan of MaxiFi Planner. I've been using the product for a number of years. I have played with it. I have changed the assumptions. I have increased the inflation rate. I've decreased the inflation rate. And it's given me a great comfort level in terms of financial planning. Most financial planning is typically static. It's done in a particular place and time. Yes, they can repeat it in a year, but it doesn't give you the same ability to really dig in deep and play and then really feel confident in the planning and the execution of the planning. And so for me, this was a really important tool. In the past year, specifically, I used it for a number of decisions. My first decision was we've been renting a lovely home for the past several years. But should we, should we be an owner again? Should we go back and buy a home? And since we were now becoming committed to a community and felt good about it and we think we'll be here for the next 20 years. We went ahead and made the decision, did the comparison of renting versus buying and the costs, and MaxiFi Planner helped me make the decision to go ahead and purchase a home. It also has been helpful in terms of planning my Roth conversions at a stage in my life where those Roth conversions are really important. So again, thank you to MaxiFi Planner. Thank you, Professor Kotlikoff and the staff at MaxiFi Planner for really creating a wonderfully useful and dynamic tool.