


Frequently Asked Questions

How can I buy it?
You start by downloading the latest software trial, which is the same as the real thing. You can buy through a secured credit card transaction by running REMY$ Financial Planner and clicking on the Buy Now icon shown below or see BUY NOW for more details.




How long have you been in business?
REMY LLC was founded in 2007, with proprietary retirement planning technology in use since 2002.
The authors have gone to great lengths to insure that the product is exceptionally error-free, and that it produces accurate results. Of course,
no product is perfect, and REMY is committed to quickly resolve any problems that are reported to it through its support line
support@remysoftware.com


Can I try it before I buy?
Absolutely! Just register to download the real thing and use it for a trial period, until you are ready to buy it through a secured credit card transaction.


Can I get my money back after I buy?
Yes. You qualify for a check refund if you request it, within 15 days from purchasing. Refunds require that you remove the product's license from your PC.


How do you protect the privacy of my personal information?
By not asking anything that would identify you or connect you to that information, such as account numbers or private IDs, it is physically impossible for it to fall in the wrong hands. REMY also will not transfer your contact information to parties external to the company.


How do I know that my credit card info will be safe when I use it to buy your product?
All online sales are processed via secured transactions, and by nationally recognized third parties, such as PayPal. Phone sales, if you prefer to do this and pay a premium for the service, are handled only by corporate officers.


Why is REMY$ Financial Planner better than the other products out there?
Download it, install it, use it, and judge for yourself! Within five minutes of using the Startup Wizard it will become obvious to you
that REMY$ Financial Planner is the easiest and fastest way to do realistic and comprehensive financial retirement planning, while
preserving your privacy.


What if I prefer to pay for it over the phone with a "live operator"?
You can, but it might take you up to one business day to get it, as we collect orders over the phone, and respond to them as we process them. It will also cost you more to buy it over the phone, since you will not qualify for our online discounts.


Will it keep track of my expenses and debt?
Yes. REMY$ Financial Planner will let you get started with 'lump-sum' estimates of your expenses, or change to Itemized mode, so you can generate a more accurate financial profile. You can also capture all sort of debts, such as from credit cards, loans, credit lines etc.


Why can't I use Quicken or Microsoft Money to plan for my financial retirement?
You can... If yo don't mind taking a lot longer to enter many unecessary details, and still end up lacking the necessary advise that you need to reduce your financial uncertainty over the near, medium and long.term.


Why is REMY$ Financial Planner better than just using a spreadsheet program?
For the same reason that you wouldn't use a fork to drink a bowl of soup: Specialization. REMY$ Financial Planner anticipates your financial
needs and resources, therefore making it easy to conduct financial planning, regardless of your financial expertise.


What kind of computer do I need to run REMY$ Financial Planner?
REMY$ Financial Planner will work on just about any laptop or desktop equipped with more than 512mb of memory, running Windows XP or Vista, with a screen resolution of at least 1024x800 pixels. You should be running your PC as an Administrator when installing the product. Service pack 2 or higher is recommended under XP.


Do I need internet access to use this product?
NO. REMY$ Financial Planner is a private tool, so we do not access the internet, except for buying the product, and that is done via secure transaction, under the control of well-known third parties (Visa, MasterCard, PayPal etc.).


Can I install REMY$ Financial Planner on multiple PCs at the same time?
You need to buy multiple copies to do this, but you can move your active license from one PC to another. Contact us to receive discounts on volume orders.


Will I lose my data when I upgrade from the trial version?
No. They are one and the same. You simply gain extended access to it when you buy it, and increase the number of years into which you can project your financial plans.


Will I be able to transfer it to a new PC if I upgrade my system?
Yes. Click on this License Transfer link to obtain instructions for moving REMY$ Financial Planner to the new PC. Keep in mind that your original system will no longer be licensed if you do this.


Will I get a new license if I buy it, and then my PC crashes?
No. If you backup your PC regularly, this should not be a problem. We allow registered users to order a new copy at a significant discount, however.


Can I still benefit from REMY$ Financial Planner if I am not comfortable with "numbers"?
Yes. If you are not a numbers person, then REMY$ Financial Planner will benefit you the most. All you will need are quantities that you can get from your salary check stubs, bank statement, tax returns, or from your property titles.


Can I use REMY$ Financial Planner to keep track of my bills or my bank accounts?
No. REMY$ Financial Planner is a specialized mid to long-term planning tool. There are plenty of short-term accounting tools that already do that quite well. Nonetheless, REMY$ provides an easy way to capture and track your monthly budget expenses, so you can see the impact that your spending habits have on your finances.


Can I use REMY$ Financial Planner to do my taxes?
No. Although REMY$ Financial Planner is equipped to track the effect that your average Federal, State or Capital Gain taxes have on your personal finances, it is not designed to calculate exact short-term tax liabilities. There are many other tools and services in the market that can handle that, including your accountant.


What information do I need to collect before I can use REMY$ Financial Planner?
REMY$ Financial Planner is designed to produce meaningful results with the information already on your head, but it will also let you fine tune your results in case you need to check your records for greater accuracy.


Can it handle IRAs, 401ks, annuities etc?
Yes, and it can do it independently for you and for your spouse. It also keeps track of withdrawal penalties, in the event you need to access your tax-deferred savings before your retire.


Can I use REMY$ Financial Planner to track the equity on my home?
Yes. As well as the value of any asset you own or plan to buy, or any type of cash flow (special income or expense, such as weddings, medical emergencies, insurance proceeds etc.)


Will it keep track of my budget expenses and debt?
Yes. REMY$ Financial Planner will let you get started with 'lump-sum' estimates of your expenses, but you can change to Itemized mode, so you can generate a more accurate financial profile. You can also capture all sorts of debts, such as from credit cards, loans, credit lines etc.


Can it also track insurance benefits, or vehicles, vacation plans, or medical expenses?
Yes. REMY$ Financial Planner makes it easy to capture customized income and expense needs. You can also specify the amount, duration, and appreciation rate of the expenses individually.


Can I import information from external sources automatically?
You don't need to. REMY$ Financial Planner is designed to extract everything it needs to produce meaningful results by asking you simple questions you can answer mostly off the top of your head.


Can REMY$ Financial Planner help me explain our retirement plans to my spouse, if he/she is not comfortable handling our finances?
Yes. We provide extensive support for generating colorful visual reports describing your financial retirement profile at a glance. Your spouse also gets to independently track her financial profile. The built-in wizard also makes it easy for anyone to manage his/her finances with little or no financial skills.


Can I experiment with different "what-if" financial scenarios?
Yes. REMY$ Financial Planner includes the powerful Financial Advisor, where you can try dozens of specific, easy to implement, financial strategies on-the-fly. REMY$ Planner will instantaneously display the effects that those strategies have as you move a slide bar with your mouse.


Can I easily manage multiple financial scenarios independently of each other?
Yes, we let you save and restore financial scenarios, so you can retrieve and modify them as independent alternate retirement plans.


Can I print a meaningful summary of the best retirement plans that REMY$ Financial Planner generates?
Yes. The Action Plan Report summarizes all this for you. You can print and use it as a guide to ensure you are staying on track every month.


Can REMY$ Financial Planner help determine how much my kids will inherit from my Estate?
Yes. Although REMY$ Financial Planner is not an Estate Planning Tool per se, it can generate reports summarizing your final net worth at any age in the future. You can use this information to get a pretty good idea of how much your children can get.


Does it consider taxes when calculating my actual expenses?
Yes. REMY$ Financial Planner provides recommended expected values for your state, federal, payroll, or capital gain taxes. REMY$ Planner also lets you adjust those values to your particular tax situation, with your accountant's feedback.


Does REMY$ allow for transfes to Tax Software programs at the end of the year?
NO. In order to make REMY$ Financial Planner both easy to use and accurate for its mid to long-term financial planning purposes, it uses average tax estimates that you can readily obtain from past tax returns. If you want to obtain an 'exact' figure for your tax liability, you should get it from your accountant, not from REMY$ Financial Planner, especially because tax laws change every year.
REMY$ Financial Planner complements tax software, by taking over where they left off. Specifically, tax software is usually to tiresome to maintain, and they do not integrate all of your financial sources of income and expenses properly. That is where REMY$ Financial Planner comes in. Over the years, what matters is that you have a valid estimate of you average taxes (Federal, State, Capital Gains, early withdrawal penalties etc.)
REMY$ Financial Planner complements tax software, by taking over where they left off. Specifically, tax software is usually to tiresome to maintain, and they do not integrate all of your financial sources of income and expenses properly. That is where REMY$ Financial Planner comes in. Over the years, what matters is that you have a valid estimate of you average taxes (Federal, State, Capital Gains, early withdrawal penalties etc.)




