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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How to help determine life insurance needs to provide for your family after you pass away.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.