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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 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
From the June 7, 2010 issue of Accounting Today.
" Though this is the retirement-specific version, most accountants prefer the capabilities of the Professional Version, which offers more advanced planning and portfolio management capabilities, including the ability to handle unlimited budgets, real estate investments, Monte Carlo simulations, historical return analysis and asset allocation. It also allows the planner to define groups of accounts and maintain a constant asset allocation within each group. This feature allows the user to re-balance each group yearly or periodically. There is also a feature that allows the user to re-balance a group when funds are transferred into an account within that group.", "A must for the planner's toolbox", by Dave McClure. Accounting Today June 7, 2010 Full text of the above review.
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."
From the June 2, 2009 issue of Accounting Today.
" Version 14.0, released in March, adds a methodology for declining property values, an option for a home equity line of credit, enhanced "what-if" capabilities with scenario grouping, more Monte Carlo simulation features and an enhanced reporting capability. J&L Retirement Planner is a well-balanced and capable utility that offers fast results and strong client presentation capabilities in an economical package. But accountants will want to opt for the Professional Version to expand the scenario capabilities and its portfolio management capabilities.", "Economic crisis underscores value of retirement software", by Dave McClure. Accounting Today June 2, 2009 Full text of the above review.
From the June 2, 2008 issue of Accounting Today.
" The Professional version, which is only slightly more expensive than the personal version, offers more advanced planning and portfolio management capabilities, including the ability to handle unlimited budgets, real estate investments, Monte Carlo simulations, historical return analysis and asset allocation. It also allows the planner to track an i nvestment’s total returns (realized and unrealized gains, dividends, and cost basis); customize up to 24 reports and financial graphing; and export data to spreadsheets and databases.", "Stability is byword for 2008 retirement planning applications", by Dave McClure. Accounting Today June 2, 2008 Full text of the above review.
From the June 2, 2007 issue of Accounting Today.
"Designed with a straightforward time-line organization, the J&L Retirement Planner and the Professional version are both well-suited to accountants serving clients who are not yet engaged in formal financial planning for wealth accumulation and distribution. Their low cost - and the free updates and upgrades included in the price - make either one an excellent choice for accountants seeking an uncomplicated but effective planning solution.", "Retirement planning rapidly emerging as a software specialty", by Dave McClure. Accounting Today June 4, 2007 Full text of the above review.
Accounting Today magazine, in its June 5th, 2006 issue, included the J&L Retirement and Financial Planning software as one of the eight "top solutions in retirement and estate planning."
"The J&L Retirement and Financial Planning Software Professional is a straightforward and easily managed financial planning tool based on a linear, chronological set of financial events that interact with a set of accounts. Its emphasis on the basics of planning provides an ideal solution for accountants handling 50 or fewer retirement/estate planning clients."
"Designed to be simple and straightforward, the software nonetheless handles a broad cross-section of retirement and planning chores, broken down chronologically so that the client can assess progress and events in every year of life. The program can create a scenario based on mortgage, loan, credit card debt, withdrawal, deposit and transfer events.", "Evolution, not revolution, in estate/retirement planning", by Dave McClure. Accounting Today June 5, 2006 Full text of the above review.
Accounting Today magazine, in its March 20th, 2006 issue, again included the J&L Retirement and Financial Planning software as "best of breed in the basic analysis category for 2006."
"The J&L Retirement and Financial Planning Software Professional provides a simple set of basic analysis tools based on a linear, chronological set of financial events that interact with a set of accounts. The result is a highly functional program that scales well to the professional level."
"The basic functions of the program are geared toward an individual performing self-assessment and planning. More advanced features are added in the retirement planning version, including the ability to create up to five separate budgets, the ability to track the Internal Revenue Service basis, and implementation of college savings and early distribution programs established by the IRS. The Professional version scales even further with the addition of unlimited budgets, real estate investments, Monte Carlo simulations, historical return analysis, and enhanced flexibility in its graphics and presentation."
"Because of its unique time-line organization, the J&L Retirement & Financial Planning Software Professional is well suited to the needs of emergent Baby Boomer clients who are not engaged in formal financial planning for wealth accumulation. Its straight-forward style removes the intimidation often associated with the planning process, and provides the planning professional with an economical and practical toolkit for client service. ", "This is not your father's basic analysis software", by Dave McClure. Accounting Today March 20, 2006 Full text of the above review.
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 Financial Planner.
"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 the J&L Financial Planner 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
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