Dot Yandle Financial Services, LLC

8037 Corporate Center Drive
Suite 300
Charlotte, NC 28226
704-543-0690
 

 

The Power of Tax-Deferred Growth The Cost of Procrastination Making Your Tax Bracket Work Welcome

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.

 

Helpful Content

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Other Sure Thing

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.

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