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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.

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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

Retirement Plan Distributions

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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