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 Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Purchasing homeowners insurance is critical for protecting your home.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, covering how bond laddering works.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that home, you invested that money?