In The Press

Bank Notes, August 2023
- Correct Classification - Clarifying the Marketing Language of Infinite Banking
- Money Pools
- More Pondering On Social Security
By L. Carlos Lara, R. Nelson Nash

Bank Notes, June 2023
- Bankruptcy? There Is an Alternative. A New Role
for Privatized Banking - Part Two - Continuing to Ponder and Ruminate
By L. Carlos Lara, R. Nelson Nash

Bank Notes, March 2023
- Privatized Banking: We All Need It
- Inflation & The Infinite Banking Concept
- Becoming Your Own Banker, Part V Lesson 9, Points to Consider
By L. Carlos Lara, Ryan Griggs

Bank Notes, February 2023
- Banks vs. Insurers During the Depression
- MassMutual May Terminate Agent Contracts, Reject Applications Associated with Infinite Banking
- Becoming Your Own Banker, Part V Lesson 8, What if I am Uninsurable?
By Robert P. Murphy, Ryan Griggs

Bank Notes, December 2022
- A Primer on the “MEC” Rules
- A Simple Way to Understand the Key Features of Whole LIfe Insurance
- Becoming Your Own Banker, Part V Lesson 4, The Cost of Acquisition
By Robert P. Murphy

Bank Notes, October 2022
- Cooperatives
- The Mechanics of Policy
- Becoming Your Own Banker
By L Carlos Lara

Elite IRA Advisor Spotlight:
Tom O'Connell
Check this out! I'm a published author (again!) ICYMI
Thank you very much to the team at Ed Slott for featuring my article, "Is There a Perfect Retirement Strategy?" in their June issue of "IRA Advisor: Tax and Estate Planning for Your Retirement Savings."
In the article I break down the pros and cons of some popular retirement vehicles, and I outline why everyone should consider dividend paying whole life insurance. Please reach out to me or my team at International Financial if you have any questions about creating YOUR perfect Retirement Strategy.

Modern Retirement Planning is Dead
The Truth About Retirement Planning and the Family Legacy
By Thomas J. O'Connell
American Express Open Forum
BankNotes
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Bankrate
Business Insider
- The case against completely merging finances with your spouse
- The case for completely merging your finances with your spouse
CNBC Articles
Consumer Reports
Courier News
- This Valentine’s Day, think of yourself and your future
- Don’t let time slip away
- Don’t Let the Government Take Your Money
- Roth IRA, 401(k) offer a better tax timetable
- Are you insuring your maximum potential?
- MyCJ columnist O'Connell completes rigorous IRA training
- Is financial freedom hard to attain?
- Love and marriage can change your finances
- New school year, new application date
- The gift of leveraging
- Thanksgiving also is a time to review
- Retirement funds and job changes
- The sooner, the better: retirement is simple math
- Yes, my young friends, even Millennials need a will