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 …

Should You Rent or Buy?

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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 …

Four Financial Planning Steps to Take Before Having a Baby

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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

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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 …

Finovate Best of Show CEO Interview

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1.  What has been the most surprising thing you’ve encountered since you started alpha-testing iQuantifi? The widespread appeal of the timeline was a pleasant surprise.  It was created as a way to give the user an instant visual picture of their entire financial life—showing when all of their goals are accomplished.  We also knew that it would help educate users …