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®
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Important items to consider when purchasing condo insurance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn about the latest sport to sweep the nation with this informative article.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The market is as unpredictable as the weather. We’d love to help you prepare.
Make your retirement as exciting as your next vacation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.