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®
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
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are four very good reasons to start investing. Do you know what they are?
Tips to avoid checking in luggage on your next vacation.
Military families face unique challenges, making personal finance even more critical.
There are common mistakes you can avoid when saving for retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.