By

MyRoboPlanner
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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Over the last few years, several robo-advisors (automated investment services), such as Betterment and Wealthfront, have been promoting the tax loss harvesting feature of their product as a value-add to their investors. Tax loss harvesting at face value seems like a great idea, but implemented for the wrong reasons only detracts from returns. As an...
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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.