Understanding Today’s Financial Environment
Welcome! I am Bill Lahl, a financial professional, with offices in Concord, CA. I understand that individuals and couples face unique challenges as they prepare financially for the future. I can help you make smart choices about your money so you can reach your most cherished goals. Whether your goal is saving for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
I look forward to hearing from you.
William A. Lahl, MBA, CRC®
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the value of a home warranty.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Try these activities to keep your brain sharp.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.