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Welcome to the Integral Wealth Blog! Our posts cover a whole host of important and interesting issues, exploring what it means to be truly “wealthy” and looking at how money affects, overlaps, and integrates with other areas of life. Keep checking in and let us know what you think. We’re glad to have you reading along.


Wednesday, October 2, 2019

On my journey to see Caravaggio’s The Taking of Christ in Dublin, I not only saw the painting, but also learned its incredible history. And I was reminded, once again, of the importance of passing down family treasures and stories.


Wednesday, June 19, 2019

Cybersecurity is a huge issue these days. There are many things you can do to protect against identity theft, data theft, malware, and other dangers. Check out these cybersecurity best practices, several of which you may not be aware of.


Wednesday, March 27, 2019

The cost of buying a home is so much more than the monthly payment. To determine the true cost of owning a home, don’t make the mistake of equating your rent payment to a house payment. Here's how to build a comprehensive home budget.


Wednesday, February 6, 2019

Change can and does affect us in powerful ways. It can come from external forces, or it can come from within us. Knowing your “why” can give you the courage to make changes—and the strength to weather the stress that inevitably follows.


Wednesday, December 19, 2018

I believe there is a significant weak point in the typical financial planning process. The weakness is in the second step: "establish goals." This crucial step should not be glossed over. Here are questions to help define your true goals.


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Wednesday, November 28, 2018

Many times I’ve heard the response: “I don’t believe in insurance.” Many people who say this have insurance for their house, car, and other “things.” Yet they have a mental roadblock against buying insurance for their lives or their income.


Wednesday, October 31, 2018

Recently I read a biography on Leonardo Da Vinci. I’ve always been captivated by the life of this Renaissance man who seemed capable of doing and knowing anything. We can learn a lot from his background and his unique perspective on life.


Wednesday, October 17, 2018

Every family has traits, rituals, and stories (i.e., family treasures) that can provide meaning and richness to their children, grandchildren, and beyond. What are your family stories, habits, and rituals? Treasure them. Write them down.


Wednesday, September 26, 2018

People often see money as an obstacle to living their dream. I am more interested in looking at how you can use money as a tool to build the life you want. Start saving for your long-term goals now. Find a way to make your dream happen.


Wednesday, September 12, 2018

If you love taking care of a yard and fixing a house, then you are living your dream. However, most Americans are not there. Most people’s homes own and consume all of their time and money. And perpetual upgrading keeps them trapped.


Wednesday, August 22, 2018

“How much money do we need to retire?” “How much is enough to achieve financial independence?” Before calculating the amount you need to stop working, really think about what outcome you want in life—and alternative ways to pursue it.


Wednesday, July 25, 2018

Looking for an efficient way to free up cash flow? First identify fixed vs. variable expenses in your budget, then focus on cutting out fixed costs. Here's a 5-step method you can begin right now to start working toward your goals.


Wednesday, July 18, 2018

Being mindful of your expenses, especially fixed expenses that may follow you around for decades, is vitally important. Here are three things you can do to cut down unnecessary monthly expenses and free up cash flow for other things.


Wednesday, June 27, 2018

I did a quick search for colleges that offered Italian near me. The best program that would fit my schedule cost over $3,000 for a single class. My first thought was, “I could go to Italy for less than that!” Then I thought, "Maybe I will."


Wednesday, June 13, 2018

The concept of anchoring is often viewed in a negative context. It's commonly defined as a cognitive bias that causes you to rely too heavily on a single bit of information. But there are many different “anchors” in...


Wednesday, May 16, 2018

My love of language grows the more I learn. I am currently studying Italian, and when I was younger I learned to speak German. I have so much fun learning new words that add subtleties to meaning or shed light on the origin of an...


Wednesday, April 25, 2018

For many years, I dreamed of going back to school someday. I had enjoyed my time in college so much that I fantasized about being back there. I was certain that one day, if I had enough money, I’d stop working and go back to...


Wednesday, March 21, 2018

I’m a financial advisor and a father of two, with one child in college and another in high school. I’ve known for years that higher education costs are rising along with national student debt, which has now reached nearly...


Wednesday, February 21, 2018

A little over a year ago, I decided to grow a beard. And, more than just about anything I've done over the past 5 or 6 years, it has gotten a lot of questions—such as “What’s the deal with the beard?” Since it...


Wednesday, January 31, 2018

When I ask new or potential clients about reviewing their financial situation, the standard answer is: “I have a plan.” But what they really have is a bunch of “stuff”: an IRA, an insurance policy, maybe a will...


Thursday, January 11, 2018

We live in an overwhelming time. No matter how old you are or what stage of life you’re in, it’s easy to feel stressed out by the world around you. That feeling is often compounded by various stressors in your own life....


Wednesday, December 20, 2017

The concept of retirement is hugely prevalent. Many people see retirement as an end goal, believing that “the goal of working is to retire.” When I started in this business, one of the big things I was taught to ask was:...


Wednesday, December 13, 2017

A few years ago I happily sent in my last car payment for the car I was driving at that time. I took some time and thought about having done that in the past and how good it felt, and how it didn't feel good when I had to start making...


Thursday, November 16, 2017

Many people know the advice to have some kind of emergency fund to cover unexpected expenses or loss of income (and some even follow it!). But few people I know have sinking funds—money set aside for the certain and eventual...


Wednesday, November 4, 2015

Part of Integral Life Practice includes something called shadow work. In Jungian psychology, shadow refers to an unconscious aspect of the personality with which the conscious ego does not identify with. Carl Jung said, "Everyone...


Thursday, September 17, 2015

The Millionaire Next Door by Thomas J. Stanley has had a profound impact on me. I read it over a decade ago now, and as time goes on I see more and more of what the author was talking about and more and more of the price that people...


Wednesday, September 9, 2015

I think by now most people are aware that money is often a huge source of stress in a relationship. I want to talk about this in the context of Integral Theory. In this post, I’ve outlined some thoughts on how different...


Tuesday, August 4, 2015

Many of you know that I work hard to live on purpose. I have been very conscious about what I do and do not want in my life so that I can live in a way that brings me closer to what I want. In this process I have made some observations...


Tuesday, March 3, 2015

Part of what I hope to do with Integral Wealth is to help people learn to make more conscious decisions about their lives. To live on purpose, especially when it comes to their time and money. I see huge amounts of societal pressure on...


Wednesday, February 25, 2015

What is Integral Wealth? It’s the concept that your true wealth is not measured solely on your balance sheets. To be and feel wealthy, you must have some balance of money, health, happiness, and whatever else you may add to your...