Month

April 2018
Credit Card Debt
Conventional wisdom says that when paying off debt, you should pay off the account with the highest interest rate first, then the second highest rate, and so on.  The reasoning behind this method is that you pay less interest, and therefore it costs you less money if you pay off the highest interest accounts first. ...
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scholarship
When parents ask for advice on saving for college, the first thing we always tell them is don’t depend on a scholarship.  To truly put the odds of a scholarship in perspective, consider that only 19% of high school students with a GPA of 3.5-4.0 get any kind of academic scholarship and it is usually...
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baby shoes
As a parent-to-be, it’s difficult to feel sure about what you’re doing, and you want to do what’s best for your child. The result of the desire to do what’s best for your new baby is, too often, buying a pile of things that aren’t actually needed. According to the USDA, the average cost to...
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One of the conundrums that modern parents face is whether to stay home or to continue working at a traditional job. In two-parent homes, sometimes there are questions about which parent should stay home, and which should continue on a traditional career path. As you attempt to determine what path is right for you, here...
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Buying a home can be an exciting transaction. Whether you are buying your first home or upgrading to a new home, the process of home buying is one that provides you with a great deal of food for thought. One of the decisions you need to make is whether you want to buy an existing...
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You don’t have to wait for the holidays to start thinking about what to get for your grandkids. There are a lot of “hot” items out there, and kids get excited thinking about what they’ll unwrap. However, the truth is that a hot toy today is old news in three months. Instead of giving your...
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Having an emergency fund is always touted by financial experts as one of the first things you should do to get your finances in order. There are also many points of view as to how much cash reserves you should have, and just as many opinions on where to put it. But what is not...
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There are dozens of helpful budgeting websites that can show you exactly where all of your money is going.  Many have colorful charts and graphics that pop up and all sorts of cool, fun gadgets associated with them.   Some let you customize and categorize to your heart’s content—putting the numbers you’ve entered into a dazzling...
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About Us

We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all. Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying what is suitable according to your customers’ unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that integrates with your system.