Understanding Today’s Financial Environment
Welcome, I’m James Maendel, president of Maendel Wealth in Bloomfield Hills, 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) 982-6148 or use the "Have a Question?" box which appears throughout our website. It is an honor to serve you and your family!
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The latest trends in travel reflect a rich menu of exciting new possibilities.
Technology tips to make your next trip even better.
Military families face unique challenges, making personal finance even more critical.
There’s a link between debt and stress.
Five phases to changing unhealthy behaviors.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
Even low inflation rates can pose a threat to investment returns.