“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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Apps that help small business owners better manage and grow their business.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.