“Integral means to integrate, to bring together, to join, to link, to embrace.”
– Ken Wilber, A Theory of Everything
The idea of Integral Wealth grew from our understanding of you: our clients. Your stories and concerns about health, family, children, grandchildren, travel, adventure and charity stirred us to redefine “wealth” in a more meaningful and integrated way. We see wealth as you do: more than money and property. These assets are simply the tools you use to grow and enrich the people and communities that you love.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Six overlooked tax deductions to help manage your tax bill.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Beware of these traps that could upend your retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?