2017 Millennial Money Mindset Report: Millennials expect Financial Institutions to provide solutions for their largest financial challenges.

Karen White Featured

iQuantifi’s 3rd Annual Millennial Money Mindset Survey shows that 45% of Millennials claimed prioritizing multiple goals and financial needs at the same time is their biggest challenge to improving their finances. Nashville, Tenn., August 25, 2017 — iQuantifi, the only goal-based RoboPlanner® that services the mass market with automated financial planning and investment advice while generating highly qualified leads for …

Budgeting is Not Enough

Karen White Featured 0 Comments

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 pie graph with neat little …

Should You Rent or Buy?

Becca Melton Featured 0 Comments

The “American dream” sure has changed over the years. Buying a home used to be an almost guaranteed right-of-passage into adulthood, but these days people are delaying homeownership for a number of reasons including the rising home prices that have made renting more attractive. When considering whether you should rent a property or buy a house, there are a lot …

Should Couples Keep Joint or Separate Finances

Kali Hawlk Featured 0 Comments

It’s a hot topic in the personal finance world — and often one that sparks intense debate, too. Newlyweds are wondering if they should keep finances separate, even after marriage, or if it’s best to combine accounts. It’s not surprising that this is a popular subject to discuss. After all, money is often cited as one of the top causes …

Four Financial Planning Steps to Take Before Having a Baby

Kali Hawlk Featured 0 Comments

It’s an exciting time in anyone’s life: your family is growing and you’ll soon be welcoming a little one into the world. And it can be a financially stressful time, too. Babies are bundles of joy to their new parents, but it’s a well-known fact that raising children costs money. The best way to handle the changing finances of a …

Compound Interest and the Power of Starting Early for Retirement

Kali Hawlk Featured 0 Comments

Compound interest is an insanely powerful force, and the explanation behind why you need to start saving and investing as soon as possible — even if you feel like you don’t have enough money to make a difference. The math works in your favor as long as you provide your money what it really needs to grow: time. Compound interest …