J&L Software - Retirement and Financial Planning Software
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Retirement Planning Software
Financial Planning Software
Windows 95/98/ME/2000/XP/Vista/Windows 7/Windows 8
and now Windows 10

Financial Summary Folder

Quality professional financial planning software features -- yet easy to use by the non-professional.

Here's how easy it is!

Barron's had this to say about the J&L Financial Planner.

"If desktop software is more to your liking, J&L Financial Planner is the most flexible, sophisticated package we found.", "Redoing the Family Office", by Kathy Yakal, Barron's, Dow Jones Business and Financial Weekly: Electronic Investor Section, September 18, 2006

Businessweek, in their review reports:

"In a few minutes you can create a simple "broad brush" financial plan, and as you become more familiar with the program, you can add detail to create a very comprehensive plan." "Getting with the Retirement Program"

Accounting Today magazine considers our financial planning software "a must!"

The June 7, 2010 issue of Accounting Today included the J&L Financial Planner in its "A must for the planner's toolbox", by Dave McClure, article in its Financial Planning section. Read it here!

The Professional version of our software incorporates a Monte Carlo and Historical Return Analysis.

What is Monte Carlo Analysis and why do you need it for financial planning?

Why Do We Include Historical Return Analysis in our software?

There are three versions of our Financial Planning Software

Professional - $139.95

Purchase the Financial Planning Software now at www.swreg.org

Retirement - $99.95

Purchase the Retirement Planning Software now at www.swreg.org

Regular - $79.95

Purchase the Retirement Planning Software now at www.swreg.org

These features are included in all 3 versions of our financial planning software.

  • You can easily create a financial plan for your retirement and other personal financial planning.
  • It provides the financial planning tools you need to create a comprehensive personal financial plan.
  • You can plan for your current and future financial events.
  • You can track your investment, tax free, retirement, and other asset and equity accounts.
  • It gives you a year by year detailed retirement plan, financial plan and results report.
  • It imports your account balances from other financial software, data bases and spread sheets.
  • Export your results to spread sheets and data bases.
  • You can manage and track your credit card debt.
  • Toggle between Today's Dollars and Future Dollars.
  • "Drill down" report values to display the components of those values.

The following features are included in the Retirement version and Professional version only:

  • All of the above.
  • You can create up to 5 separate budgets.
  • Asset allocation withdrawal options.
  • Track your IRA Basis (after tax contributions.)
  • Find out if a Reverse Mortgage is right for your financial planning objectives.
  • It calculates your Required Minimum Distribution (RMD.)
  • See the effects of lump-sum or periodic payments to the principal of your mortgage on your financial plan.
  • Play 'What If" with your financial plans with scenario event groups.
  • Revenue Code Section 529 (College Savings Plan) implemented.
  • Rule 72T withdrawals implemented (Click here for discussion.)

The following features are included in the Professional version only:

  • All of the above.
  • Unlimited budgets to itemize both income and expenses.
  • Measure investment risk with the Monte Carlo Analysis (Click here for discussion.)
  • Measure investment risk with the Historical Return Analysis. (Click here for discussion.)
  • Track Asset Allocations.
  • Rebalance up to 5 separate account groups yearly or multi-yearly.
  • Track investment total returns - realized and unrealized gains, dividends, and Cost Basis.
  • Find out if a Home Equity Line of Credit (HELOC) is viable.
  • Track investment real estate including itemized income and expenses.
  • Customize the financial reports with you own logo and banner.
  • Customize the financial graphing.
  • Numerous report formatting options.
  • Reports can be exported to spread sheets and databases.
  • Over 35 screen and printed reports.
  • And much more!

Here is a tabular comparison of the 3 Versions of the J&L Financial Planner

It's Top-Rated!

J&L's personal financial planning software receives the top rating of 5 stars from SoftPicks.net

Top-Rated
5 stars from SoftPicks

J&L's personal financial planning software receives the top rating of 5 cows from ZDNet.
Top-Rated
5 stars from ZDNet

J&L's personal financial planning software receives the top rating of 5 stars from WorldSSP.net

Top-Rated
5 stars from WorldSSP.net

J&L's personal financial planning software receives the top rating of 5 cows from Tucows.
Top-Rated
5 cows from Tucows

J&L's personal financial planning software receives the top rating of 5 stars from Paul's Picks

Top-Rated
5 stars from Paul's Picks


J&L Software LLC
203 Clubside Drive
Taneytown, MD 21787
A member of ASP (Association of Software Professionals)

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