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MyRoboPlanner
Where are you stashing your savings for your child’s education? According to Sallie Mae’s 2018 report “How America Saves for College”, 45% of families who are saving are doing so with a general bank account. This is not an adequate vehicle to use to hold a child’s college education fund, but many young families don’t know or...
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With the dollar the strongest it’s been in years, now might be the perfect time to travel overseas — especially to Europe. Before you hop on that airplane, though, you want to make sure you’re financially prepared for your trip. Here are a few things to do ahead of time so that you are ready...
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My husband and I have different priorities when it comes to spending money. I enjoy travel and experiences. He prefers at-home entertainment and collecting high-quality action figures. Sometimes, when my husband looks at my spending choices, he becomes frustrated because it means that he can’t buy the latest to-scale figure from a movie. I occasionally...
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Life is busy. Depending on your life stage, not only do you need to focus on your career, but you also have family, finances and building a future to consider. With such a full plate, it can be easy to focus on things you are knowledgeable about while allowing other things you feel less informed...
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If you’re in debt, it can be hard to think about anything else and easy to get caught up in tracking every cent that goes toward your debt repayments. It’s tough to see your net worth constantly in the red, and completely understandable that you’re extremely focused on getting the amount of debt you have...
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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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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.