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(248) 982-6148
7 West Square Lake Road
Bloomfield Hills, Michigan 48302
*by appointment only


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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

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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.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Countdown to College

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Managing Your Lifestyle

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

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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Principles that can help create a portfolio designed to pursue investment goals.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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