Articles by David

Taxes

The Ultimate Bait and Switch: Your Heirs Are Getting Taxed

When most people retire, they want to get two things out of their retirement nest egg: They want to know that they can live comfortably

controlling relationship, big banks, greedy banks

Infinite Banking

Getting Out of a Controlling Relationship with Your Funding Source

Throughout our lives, we depend on traditional banks as our main funding source. Banks provide us with loans to pay for our cars, our homes,

Life Insurance

Double Your Money – Living Your Golden Years in Style

Many people fear retirement because traditional planning leaves them uncertain and unprepared. At Paradigm Life, we reframe retirement as a phase of freedom and purpose

What will you do when Social Security runs out?

With endless uncertainty and political turmoil surrounding Social Security, it’s no wonder that most Americans feel very wary about Social Security. They simply don’t have

life insurance, wealth limit, grow wealth, build wealth

Cash Value Life Insurance

Why Limit Your Wealth?

No one consciously decides to limit their wealth, but most of us believe that the limitations on our wealth are largely determined by the hand

Invest With Your Head, Not Your Heart

Investment decisions that keep you awake at night are not the kind of investment choices you should be making. If your mind is constantly racing

How To Rein In Your Holiday Spending

Regardless of the way you celebrate, it’s beginning to look a lot like the holiday season. Most people approach the holidays with a surprised attitude.

Whole Life Insurance – Not What You Think

Ironically, when many people hear the words “life insurance,” they often think of death and how a life insurance policy can financially protect their loved

Stop Lining the Government’s Pockets with Your Retirement Savings

After most Americans retire, they typically live off a mix of assets squirreled away in 401(k)s, Roth IRAs, traditional IRAs, stocks and bonds, and CDs.