J&L Financial Planner
50 - 100 downloadsAdd this app to your lists
Use the planner to create a customized financial plan based on your families financial circumstances. You can plan for current and future financial events such as selling a house, buying a car, and you and your spouses Social Security. You can track how your investment, tax free, retirement, and equity accounts hold up under your plan.
The J & L Financial Planner provides detailed annual reports, complete with graphics. It lets you upload your current account balances, run your customized scenario based on current and future financial events, and download or email the results and reports.
It provides the tools to answer and find solutions to such questions as "How will this financial decision affect my ability to retire at age 62", "How does this purchase affect my future net worth", and "Will I outlive my investments and if so what changes do I need to make."
- You have the option to show your results, reports and graph values in todays purchasing power.
- You can easily create a financial plan for your retirement and other personal financial planning needs.
- It provides the financial planning tools you need to create a comprehensive financial plan for you, your spouse and other family members.
- 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 results report as well as the corresponding graphics.
- You may import your current account balances from other financial software, data bases and spread sheets.
- You can export the results and reports to spread sheets and data bases.
- You can change the Inflation Rate at any age with the Rate Event.
- You can change the Effective Tax Rate at any age with the Rate Event.
- You can change an Accounts Return Rate at any age with the Rate Event.
- It provides you with a baseline platform to see how proposed financial decisions affect your future net worth.
- It provides a number of currency symbol options, including Dollar, Euro, Pound, Yen, Rupee, Rand, and Won.
You can export the scenario (financial plan) to J&L Software's Window's desktop versions.
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Added the ability to export the scenario (financial plan) to J&L Software's Window's desktop versions.
Modified some graphics.
Fixed some circumstances that caused the app to "hang."