J&L Software LLC - Retirement and Financial Planning Software
Site Map Description Purchase Compare Reviews Reports Screens FAQ
 

J&L Financial Planner

Try it for 21 days before you buy.

If you have any problems downloading this file please email us at
Our Email Address

Download the Retirement Planning Software
Download the Retirement Version

Planner Example Screens

Screen Reports

It's Top-Rated!

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

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

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

Top-Rated
5 stars from WorldSSP.net

J&L Retirement Planning Software

Retirement Planner - $99.95
for Windows 95/98/ME/2000/XP/Vista/Windows 7/Windows 8

There is not better time than now to create a financial Plan!

"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:

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

Purchase the J&L Retirement Planning Software NOW at www.FastSpring.com

To purchase by mail click here --> Purchase the Retirement Planning Software by Mail

Purchase our Retirement Planning Software on-line from one of these secure sites:

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

Purchase the J&L Retirement Planning Software NOW at www.FastSpring.com

There are three versions of the Financial Planning Software

Regular - $79.95

Retirement - $99.95

Professional - $139.95

Compare Features of the 3 Versions of the Financial Planning Software
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!

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

Top-Rated
5 stars from Paul's Pick

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

Top-Rated
5 stars from SoftPicks

J&L Software's Financial Planner Home Page

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

Our Email Address

Site Map Description Purchase Compare Reviews Reports Screens FAQ

Copyright © 2014 by J&L Software LLC
All rights reserved.