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®
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Even if you’re young and single, you should still consider protecting yourself.
A look inside the U.S. government's statistics on household net worth.
Here are 4 great, and sometimes unexpected, places to raise a family.
Being healthy not only makes you feel good, it may also help you financially.
Here are five facts about Social Security that are important to keep in mind.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How do the markets usually react to elections? Was the 2016 election any different?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.