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Download the
Retirement Version
Planner
Example Screens
Screen Reports
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 Retirement Planning Software
Retirement
Planner - $99.95
for Windows
95/98/ME/2000/XP/Vista
Vista Compatible
"Professional
features and quality -- yet easy to use by the
non-professional."
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 retirement 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.
- You can create up to 5
separate budgets.
- Find out if a Reverse
Mortgage is right for you.
- Make lump-sum or periodic
payments to your mortgage principal.
- Asset allocation
withdrawal options.
- It calculates your
Required Minimum Distribution (RMD.)
- Revenue Code Section 529
(College Savings Plan) implemented.
- Rule 72T withdrawals
implemented (Click here for
discussion.)
In their
September 18th issue Barron's had this to say
about our retirement planner.
"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" retirement 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.
Note: The
Monte Carlo Analysis is only available with
the Professional Version of the J&L
Financial Planning Software.
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 Retirement 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
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