I use Maxifi after just having retired and I’ve decided to self-manage my investments partly because of it. I have more to learn but I’ve realized that money managers that charge one percent or more use some kind of similar software. I started doing my own taxes on TurboTax after realizing my expensive tax accountant was using that $75 product.
I use Maxifi after just having retired and I’ve decided to self-manage my investments partly because of it. I have more to learn but I’ve realized that money managers that charge one percent or more use some kind of similar software. I started doing my own taxes on TurboTax after realizing my expensive tax accountant was using that $75 product.
Larry;
Already used the program when we were weighing retirement options, and we followed advice that it showed us....thanks!