Broker Check

(248) 282-4183
1450 W. Long Lake Road
Suite 150
Troy, MI 48098


 LinkedIn 

When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Understanding Today’s Financial Environment

Welcome, I’m James Maendel, president of Maendel Wealth in Troy, Michigan. Here at Maendel Wealth we understand that individuals face unique challenges as they navigate today's financial landscape planning for retirement and a secure future for their families & businesses. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings, corporate or estate planning, our personalized service focuses on your needs, wants, financial goals, and objectives.

With over 17 years in the financial services industry, I am passionate about helping clients make smart, well-informed decisions that make a meaningful and lasting impact in their lives and investments - providing them with a framework for greater financial independence. Since starting my business in 1999, I've guided clients through bear markets, the dot-com bubble, and the 'great recession' -the unprecedented global financial and housing crisis of 2008, gleaning experience and insights I believe only the market "trenches" can give. 

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. To get started, please call (248) 282-4183 or use the "Have a Question?" box which appears throughout our website. It is an honor to serve you and your family!

Helpful Content

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

What Can a Million Dollars Buy You?

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow