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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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Rightsizing for Retirement
What does your home really cost?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
For homeowners who think their property taxes are too high, there are ways to appeal.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Are Real Estate Investment Trusts right for your portfolio?
Have you explored all of your choices when it comes to managing your taxable income?
Smart investors take the time to separate emotion from fact.