J and L Financial Planner is a highly-rated software for financial planning. It enables users to generate financial scenarios, simple or complicated, based on significant financial events throughout their life.
The J and L Financial Planner is a top-rated financial planning software that simplifies your financial planning. With this program, you can create scenarios based on different financial events that can occur throughout your life, making it easier to plan for your future.
The program allows you to create scenarios based on your current financial status and future financial events. Once you have created the scenario, the J and L Financial Planner executes it and displays the results on your net worth throughout a selected time span.
One of the most notable 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. Moreover, the program can also present the results in bar, line, and pie graphs.
The J and L Financial Planner can create scenarios based on mortgage, loan, credit card debt, withdrawal, deposit, and transfer events. Additionally, the program incorporates MRD (Minimum Required Distributions) as well as Revenue Code Section 529 (College Investment Savings) into the scenarios.
The program also incorporates up to five separate budgets and an option to track individual budget items. Each event has an option to be adjusted yearly for inflation or a separate yearly adjustment rate. The program features many screen and printed reports that enable you to analyze your financial scenario from various perspectives.
In conclusion, the J and L Financial Planner is an essential financial planning tool that allows you to plan your future with ease. Its vast features and user-friendly interface make it one of the best financial planning software available.
The program allows you to create scenarios based on your current financial status and future financial events. Once you have created the scenario, the J and L Financial Planner executes it and displays the results on your net worth throughout a selected time span.
One of the most notable 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. Moreover, the program can also present the results in bar, line, and pie graphs.
The J and L Financial Planner can create scenarios based on mortgage, loan, credit card debt, withdrawal, deposit, and transfer events. Additionally, the program incorporates MRD (Minimum Required Distributions) as well as Revenue Code Section 529 (College Investment Savings) into the scenarios.
The program also incorporates up to five separate budgets and an option to track individual budget items. Each event has an option to be adjusted yearly for inflation or a separate yearly adjustment rate. The program features many screen and printed reports that enable you to analyze your financial scenario from various perspectives.
In conclusion, the J and L Financial Planner is an essential financial planning tool that allows you to plan your future with ease. Its vast features and user-friendly interface make it one of the best financial planning software available.
What's New
Version 16.0: Program Upgrades
Version 15.0: Program Upgrades