Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.
Focused Wealth, LLC
CPA, PFS, & Investment Advisor - Navigating your financial journey with expertise and care. Focused Wealth LLC's president and owner is Dot Yandle.
Dot started her career in the accounting industry and soon established her own CPA firm before deciding to transition to a comprehensive financial planning firm. Her own experiences have taught her the value of making plans for both the anticipated and the unforeseen. Dot's true calling is to focus on the needs and goals of each unique client, whether they are working professionals, entrepreneurs,
08/31/2026
The financial risks to consider when evaluating self insurance?
When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
08/24/2026
Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
08/17/2026
How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.
08/10/2026
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
08/03/2026
If you don’t have an estate strategy, here's some reasons why you should.
Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.
07/27/2026
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
07/20/2026
Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.
Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
07/13/2026
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.
07/06/2026
SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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Address
8037 Corporate Center Drive, # 300
Charlotte, NC
28226
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |