Skip to main content
Safe Estate logo
menu
  • Home
  • About Us
    • Who We Are
    • Who We Serve
  • Our Services
    • Retirement Planning
    • Tax Planning
    • Investment Planning
    • Insurance Planning
    • Estate Planning
  • Resources
    • Blog
  • Contact

Blog

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
Read More
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.
Read More
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
Read More
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
Read More
Man sitting on a park bench and working on a laptop
Phillip Wehrman | Mar 15, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Toddler standing at the bottom of a stone staircase
Phillip Wehrman | Mar 8, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Ten key accounting calculator on a soft yellow desk
Phillip Wehrman | Mar 1, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Close up portrait of child giving two thumbs up
Phillip Wehrman | Feb 23, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Two elderly people sitting on a bench looking at the sea
Phillip Wehrman | Feb 20, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Two people at work high fiving at a desk
Phillip Wehrman | Feb 19, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
Man sitting on bench in park
Phillip Wehrman | Feb 18, 2024

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Next page Next ›
  • Last page Last »

This is what we do. Get in touch today.

Let's Get Started ›

Address

64155 Van Dyke Avenue 
Suite 297 
Washington, MI 48095

Contact

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

Follow

     

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.
 

© 2025 Safe Estate All rights reserved.