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REMY$ Financial Planner Features

User Profiles/Wizards
Primary Financial Profile
Spouse Financial Profile
Scenario Planning and Financial Advise Financial Dashboard Wizard
Dynamic Display of Net Worth and Total Savings
Dynamic Financial Scoring Financial Profile Manager Wizard
Employment Income
U.S. Based Savings and Income from Savings
Foreign Based Savings and Income from Savings
Tax Deferred Contributions and Savings: IRA, 401k and Annuities
Retirement Income: Pensions, Social Security and Life Insurance
Credit Debt Management (Credit Cards, Credit Lines, etc)
Real Estate Management (appreciation, taxes, mortgages, sales etc.)
Dependents Management (college expenses, weddings, vehicles etc.) Special Income and Expenses
Vacations, Medical bills, Alimony, etc
Part time employment, inheritances, insurance benefits
Budget Management:lump sum or itemized Asset Management Wizard
Existing Assets
Planned Asset Purchases
Planned Asset Sales Tax Management
Federal
State
FICA (Social Security and Medicare)
Capital gains Outputs
Display and Preview Financial Reports and Graphs
Print Financial Reports and Graphs 