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!
Helpful Content
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.