Category

Money Management
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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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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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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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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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.