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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The true cost of raising a child may be far more than you expect.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Knowing the rules may help you decide when to start benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?