Knowledge. Experience. Trust.
At Dot Yandle Financial Services, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals.
Our success is measured by helping you define your direction with trust, confidence, and respect. We look forward to working with you.
An Arm and a Leg
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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
There are four very good reasons to start investing. Do you know what they are?
It's important to understand the pros and cons when considering a prepaid debit card.
Term insurance is the simplest form of life insurance. Here's how it works.
The federal government requires deceased individuals to file a final income tax return.
Couples may be able to head off many of the problems in a marriage that money can cause.
The true cost of raising a child may be far more than you expect.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.