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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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Older couple embracing on a boat overlooking a body of water
Phillip Wehrman | Apr 19, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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A calculator and a pen on top of a graph
Phillip Wehrman | Apr 12, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Watercolor style picture of 5 carrots sprouting from the ground.
Phillip Wehrman | Apr 5, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Parent reading a book to their newborn child
Phillip Wehrman | Mar 29, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Phillip Wehrman | Mar 22, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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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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