J and L Financial Planner Professional 8.1

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Software Specifications


J and L Financial Planner Professional Screenshot
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Editor Rating
0.0
Version:
8.1
Size:
1015 KB
License [?]:
Shareware
Price:
$79.95 USD
Last Updated:
Category:
Budgeting, Debt Reduction and Retirement Planning Software
Developer:
J&L Software
Operating System:
Windows 95 Windows 98 Windows 2000 Windows ME Windows XP
Additional Requirements:
None
Limitations
Not available

J and L Financial Planner Professional Review

" Top rated financial planning software to create personal financial plans. "

The top rated J and L Financial Planner is tool that allows you to create simple or complex financial scenarios based on financial events through out your life. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span.Two of the main features of the program is the addition of a Monte Carlo Analysis and a Rule 72T calculator. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs. The program can create a scenario based on mortgage, loan, credit card debt,withdrawal, deposit, and transfer events. The program incorporates MRD(Minimum Required Distributions) as well as Revenue Code Section 529 (College Investment Savings) into the scenarios. The program incorporates up to 5 separate budgets and the ability to track individual budget items. Each event has an option to be adjusted yearly for inflation or a separate yearly adjustment rate. There are many screen and printed reports.


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