I have several relatives that could really benefit from using Maxifi but can not convince them to try it because they don't want to spend $95 to try it. Have you thought about offering a trial period or a money back guarantee? I know some unscrupulous customers - not my relative - would run a few cases then want their money back. However, I believe those who realize how valuable the program can be will recognize that they need to use it every year and will not just try it and walk away.

Hi - As a long-time ESPlanner user, I'm trying to decide when to switch over to MaxiFi, and like the sound of several of its new features. However the fact it does not yet support Monte Carlo has me concerned.

Without Monte Carlo, is Maxifi just assuming that you achieve the indicated "nominal rate of return" for each account type (regular account, retirement accounts) every single year with no deviation?

I’m curious about MaxiFi Planner. Unless I’m missing something, I can’t sign up on any sort of trial basis, but I don’t know if it will handle some of the things that affect my finances. There is a website page that offers a feature comparison, which makes it sound like MaxiFi does everything ESPlanner does, with a couple of exceptions, but it doesn’t offer much detail.

Here are a few of things that I depend on with ESPlanner. Can I do these with MaxiFi?

1. Enter a series of future annuity payments, specifying which are taxable and which are not.

Just now seeing that there is a new software produce called MaxiFi. Will MaxiFi eventually replace ESPlanner? Or is it designed to compliment ESPlanner?

I see that MaxiFi does some things that ESPlanner does not do (e.g, maximized Social Security strategy and maximized retirement account withdrawal strategy). But ESPlanner does some things that MaxiFi does not (e.g., vacation homes and real estate, 529 plans, and Monte Carlo analysis). Are there plans to add all ESPlanner features to MaxiFi?

Can data be imported from ESPlanner into MaxiFi?