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Wendel Financial Group

Inspiration. Integirty. Insight

704 Lenox Avenue
Westfield, NJ 07090

Phone:

908-233-2213

Fax:

908-233-0396

E-mail:

lkwendel@WendelFinancialGroup.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Your Financial Future

Our priority is to provide you with the inspiration to forge ahead in creating a strong financial future for you and your family. We work as your partner through long-term relationships that encourage open and honest communication and have been the core to our clients' success over the years. You should be able to trust that partner to review, understand, and provide a plan that best addresses your hopes and aspirations, from young adult to retirement.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more about finances and we are always here to help synthesize this information that you may better understand how to achieve financial independence. If you are interested in speaking with us further, please reach out via our contact page and we will be happy to help you create your financial plan to your brighter future.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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