Understanding Today’s Financial Environment
Welcome, I’m William Dahle, a financial professional in West Jordan, UT. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (801) 676-9199.
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How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It's important to understand how inflation is reported and how it can affect investments.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For many, retirement includes contributing their time and talents to an organization in need.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.