J&L Software - Retirement and Financial Planning Software
 
 
J&L Financial Planner

J&L Financial Planner - Java Version 4.0

The J&L Financial Planner Java version is being offered at $20.00


Download the Java Version

Purchase our Java financial planning products on-line from one of these secure sites:
Purchase the Financial Planner Software now at www.swreg.org Purchase the J&L Financial Planning Software now at www.RegSoft.com

Window's Versions

Try one for 21 days before you buy.

If you have any problems downloading these files would you please e-mail us at sales@jlplanner.com

Download the Financial Planning Software - Professional Version
Download the Professional Version

Download the Retirement Planning Software
Download the Retirement Version

Download the Financial Planning Software - Regular Version
Download the Regular Version

Download the Rule 72T Calculator
Download the Rule 72T Calculator

Download the Financial Planner Toolset
Download the Financial Tool Set

Planner Example Screens

The following reports are available with the retirement and professional version only.

Screen Reports

Printed Reports

Compare Features of the 3 Versions of the Financial Planning Software
Compare the 3 Versions of J&L's Financial Planning Software

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 Home Page

Why not check out our Window's versions while your here?

"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.
  • 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.

The following features are included in the Retirement version and Professional version only:

  • All of the above.
  • You can create up to 5 separate budgets.
  • 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.)

The following features are included in the Professional version only:

  • All of the above.
  • Measure your investment risk with the Monte Carlo Analysis (Click here for discussion.)
  • Measure your investment risk with the Historical Return Analysis (Click here for discussion.)
  • Track your Asset Allocations.
  • You can customize your reports.
  • You can customize the financial graphing.
  • You have numerous report options.
  • Your reports can be exported to spread sheets and databases.
  • You have access to more reports and report options.

Window's Version 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 the Financial Planning Software by Mail

Purchase our Window's financial planning products on-line from one of these secure sites:
Purchase the Financial Planner now at www.swreg.org Purchase the J&L Financial Planning Software now at www.RegSoft.com

Site licensing and multi-computer usage available here ->Purchase the Financial Planner Software site license now at www.swreg.org

sales@jlplanner.com

There are three Window's versions of the Financial Planning Software

Regular - $49.95

Retirement - $69.95

Professional - $99.95

Compare Features of the 3 Versions of the Financial Planning Software
Compare the 3 Versions of J&L's Financial Planning Software

Stand Alone Tools

Rule 72T Calculator
$14.95

Rule 72T Description

Financial Tool Set
$24.95

These features are included in all 3 versions of the financial planning software and the toolset.

Detailed Description of the Financial Planning Software
Detailed Description

Purchasing and Upgrading the Financial Planning Software
Purchasing and Upgrading

J&L Financial Planning Software FAQ
J&L Financial Planning FAQ

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


TPA Member

J&L Software
240 E. Church
Frederick, MD 21701

Copyright © 2004 by J&L Software.
All rights reserved.