J and L Financial Planner Professional
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, a Historical Return 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.
Changes: Program Upgrades
Operating system: Win2000,Win7 x32,Win98,WinVista,WinXP
Program URL: http://www.jlplanner.com
J and L Financial Planner Professional screenshot
Special permissions
The J and L Financial Planner is freely distributable, but you are specifically prohibited from charging, or requesting donations, for any copies of the J and L Financial Planner, however made; and from distributing the software and/or documentation with other products (commercial or otherwise) without prior written permission from J and L Software or their legal representative.
EULA
User License Agreement The J and L Financial Planner is not free software. Subject to the terms below, you are hereby licensed to use this software for evaluation purposes without charge for a period of 21 days. If you use this software after the 21 day evaluation period a registration fee of $139.