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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/Windows
7/Windows 8
Buy Our Financial Planning Software Now Before the Planned Price Increase!
"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.
- Play 'What If" with your
financial plans with scenario event
groups.
- 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."
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
Purchase
on-line from one of these secure
sites:
To
purchase by mail click 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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