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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Simple steps may help you foil hackers and protect your privacy.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
These food myths will really put a drain on your wallet.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.