Category

Goals
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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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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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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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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Back in 2005, I began working with a young couple in their thirties with a two year old son. The husband had recently inherited some money from his mother’s estate. They knew it was too much money to hold in cash, especially since they had things they wanted to accomplish. So, we began to discuss...
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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.