MaxiFi
7.6#3 in retirement planning softwareFrom $149 a yearAndroidiOSWebLinux
VisitMaxiFi vs Retirement Budget Calculator
Retirement Budget Calculator
7.3#4 in retirement planning softwareFrom $95 a yearFree planWeb
VisitWhat both publish
| Fact | MaxiFi | Retirement Budget Calculator |
|---|---|---|
| Company headquarters | LinkedIn lists Economic Security Planning, Inc. in Providence, Rhode Island. | Parker Financial’s published address is 9230 Bay Shore Drive NW #201, Silverdale, Washington 98383. |
| Company history | Founder Laurence Kotlikoff says he founded Economic Security Planning, Inc. in 1993 to provide economics-based life-cycle financial planning. | Jason Parker’s podcast transcript says the software officially launched in May 2017 after evolving from his spreadsheet. |
| Purpose | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. | The calculator helps estimate retirement budgets, life expectancy, net worth, taxes, withdrawal strategies, Roth conversions, and whether someone can retire. |
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
Retirement Budget Calculator plans
- Free Plan (lifetime)Free
- Free PlanFree
- Premium Plan$9.95 a month
- Premium Plan (monthly)$9.95 a month
- Premium Plan$95 a year
- Premium Plan (yearly)$95 a year
Pick MaxiFi if…
It suits people weighing financial choices across career, housing, and retirement stages. It may be useful to those who want to compare scenarios and project taxes, benefits, and spending.
Pick Retirement Budget Calculator if…
Its stated audience is people age 55 and older preparing for retirement. Access is currently reserved for individuals and families working directly with Parker Financial LLC, so it is not available to new users generally.