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Planner
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It's
Top-Rated!
Top-Rated
5 stars from ZDNet
Top-Rated
5 cows from Tucows
Top-Rated
5 stars from WorldSSP.net
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J&L Financial Planning
Software
Financial
Planner - Professional Version - $139.95
for Windows
95/98/ME/2000/XP/Vista
Now Vista Compatible -- Limited Time At This Price!
"Professional
features and quality -- yet easy to use by the
non-professional."
The Professional version
incorporates a Monte Carlo and Historical
Return Analysis.
A
comprehensive, easy to use approach to your
retirement and financial planning.
- 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 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.
- Export your results to
spread sheets and data bases.
- It imports your account
balances from other financial software,
data bases and spread sheets.
- It gives you a year by
year detailed retirement plan, financial
plan and results report.
- You can manage and track
your credit card debt.
- Find out if a Reverse
Mortgage is right for you.
- Make lump-sum or periodic
payments to your mortgage principal.
- Track your investment real
estate including itemized income and
expenses.
- You can create unlimited
budgets itemizing income and expenses.
- Asset allocation
withdrawal options.
- Rebalance up to 5 separate account groups
yearly or multi-yearly.
- It calculates your
Required Minimum Distribution (RMD.)
- Revenue Code Section 529
(College Savings Plan) implemented.
- Rule 72T withdrawals
implemented (Click here for
discussion.)
- Monte Carlo Analysis (Click here for
discussion.)
- Historical Return Analysis (Click here for
discussion.)
- Asset Allocation
- Customizable Reports
- Customizable Graphing
- Numerous reports and
report options.
In their
September 18th issue Barron's had this to say
about our financial planning software.
"If
desktop software is more to your liking,
J&L Financial Planner (www.jlplanner.com)
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
The
J&L Financial Planner Allows You to Choose
Your Own Level of Detail
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.
As reported in the BusinessWeek article,
"Getting with the
Retirement Program" by Ellen Hoffman, July 25,
2005, "J&L produces a year-by-year
report -- which it calls a scenario -- for
the rest of your life, including
excruciatingly detailed data on just about
any financial event you can think of, ranging
from getting a $100 rebate on your recently
purchased computer to receiving a large
inheritance."
Other
Reviews
Accounting
Today magazine, in a recent article, included
the J&L retirement and financial planning
software as "best of breed."
"J&L's
retirement and financial planning software is
a cost-effective program for developing
strategies for retirement, education, home
ownership and other goals; showing how those
strategies are affected by life financial
events such as inflation, taxes, mortgages
and loans; and creating viable options in the
plan through calculators for mortgages,
refinance analysis, accelerated mortgage
payments, inflation, trade-off analysis,
required minimum distributions and credit
card payoffs." "Modules,
specialty tools define 2004 PFP
software", by Dave McClure. Accounting Today
Vol. 18 No. 5 March 15-April 4, 2004 Full text of the above review.
In 2003
Accounting Today had this to say about the
J&L's financial planning software.
"Imagine a $59.95
retirement and financial planning software
program that also has calculators for
mortgages, refinance analysis, accelerated
mortgage payments, inflation, trade-off
analysis, required minimum distributions and
credit card payoffs -- then add Monte Carlo
simulation, ability to import or export tab-
or comma-delimited files, and a 64-page PDF
instruction manual." "Basic
analysis tools cover the gamut of PFP
practices", by Steven Levey. Accounting Today
Vol. 17 No. 5 March 17-April 6, 2003 Full text of the above review.
In 2001 when Tucows
reviewed J&L's financial planning
software and awarded the planner its top
rating the reviewer stated:
"The J&L Financial
Planner is the ultimate financial planner. It
is easy-to-use and generates concise results.
And it is loaded with features to cover the
various financial events in your life."
The review goes on to state "This
user-friendly program makes it easy for
anyone to do their financial planning. You
can prepare for financial events before they
happen. It is a good way to organize and
manage your finances." Tucow's August 27, 2001 Review
In 2001, when ZDNet awarded
the J&L Financial planner its coveted
Editor's Pick 5-stars, a ZDNet on-line
article chose the J&L Financial Planner
as one of the 3 programs you should use to
get your financial affairs in order. ZDnet Anchor Desk Review
To
purchase by mail click here -->
Purchase
on-line from this secure site:
Site licensing and multi-computer
usage available here 
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Purchase
our Financial Planning Software on-line from one
of these secure sites:
There
are three versions of the Financial Planning
Software
Regular - $79.95
Retirement - $99.95
Professional
- $139.95
Compare the 3
Versions of J&L's Financial Planning Software
These
features are included in all 3 versions of the
financial planning software.
J&L Financial
Planning FAQ
It's
Top-Rated!
Top-Rated
5 stars from Paul's Pick
Top-Rated
5 stars from SoftPicks
|
