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1390 Willow Pass Road
Suite 900
Concord, California 94520

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem


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®
Financial Advisor

Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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