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  Dot Yandle Financial Services, LLC

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

 

The Power of Tax-Deferred Growth The Cycle of Investing

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.

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Password Protection Strategies

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

The New Red Scare: Chinese Ownership of U.S. Debt

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate your monthly and annual income from various IRA types.

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This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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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.

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