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Blog

A black and white image of a couple laughing
Phillip Wehrman | Jul 12, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Phillip Wehrman | Jul 5, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Phillip Wehrman | Jun 28, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Digital art of a lawyer standing next to a large document and gavel.
Phillip Wehrman | Jun 21, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Phillip Wehrman | Jun 14, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Phillip Wehrman | Jun 7, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Phillip Wehrman | May 31, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Image of a sailboat sailing on a lake, with cloudy weather above.
Phillip Wehrman | May 24, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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A row of houses along a canal
Phillip Wehrman | May 17, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Hand holding a bill with a red "Past Due" stamp on it
Phillip Wehrman | May 10, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Phillip Wehrman | May 3, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Phillip Wehrman | Apr 26, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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64155 Van Dyke Avenue 
Suite 297 
Washington, MI 48095

Contact

John Badalamenti
P | 248-495-3852 
E | john@safeestate.net

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Safe Estate, LLC and its agents work solely as financial and insurance advisors and/or educators in multiple states and are licensed/appointed to do so in those states. We do not give any legal advice or tax advice. You are encouraged to seek advice from your own tax or legal counsel.
 

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