MaxiFi
7.6#3 in retirement planning softwareFrom $149 a yearAndroidiOSWebLinux
VisitMaxiFi vs The Complete Retirement Planner
The Complete Retirement Planner
5.8#24 in retirement planning software$89.99 one-timemacOSWindows
VisitWhat both publish
| Fact | MaxiFi | The Complete Retirement Planner |
|---|---|---|
| Founded | 1993 | 2017 |
| Integrations | The site describes plan sharing with a financial advisor who has a MaxiFi PRO subscription. | The maker says the planner is not linked to outside sources. |
| Purpose | MaxiFi creates a lifetime financial plan and calculates sustainable annual spending based on income, assets, taxes, Social Security, and other inputs. | The planner creates individualized year-by-year financial forecasts for pre- and post-retirement planning. |
MaxiFi plans
- 14-Day TrialFree
- Unlocked$149 a year
The Complete Retirement Planner plans
- The Complete Retirement Planner - 2026$89.99, paid once
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 The Complete Retirement Planner if…
It suits people who want detailed year-by-year retirement forecasts covering income, savings, taxes, Social Security, and healthcare. It requires a compatible desktop version of Microsoft Excel, so it is not suited to users relying on the listed unsupported spreadsheet options or devices.