Stonebridge Wealth Systems, LLC

10/24/2026

How could the 2027 Social Security COLA affect your retirement budget? Jeff Gove shares why Medicare costs and your overall income plan matter alongside the benefit increase.

Read more: https://stonebridgeiwm.com/post/2027-social-security-cola

10/23/2026

Don't Let Fear Keep You From Enjoying Retirement:

Fear of running out of money can make it difficult to enjoy retirement, even when your financial plan allows for more spending.

Check out our legacy planning quiz to get a personalized report to see how well your plan is positioned today: www.stonebridgelegacy.net.

10/22/2026

What does the 2027 Social Security increase mean for your retirement budget?

Jeff Gove, Co-Founder and Financial Advisor at Stonebridge Wealth Systems, shares why Medicare costs and your overall income plan deserve attention alongside the announced 3.6% cost-of-living adjustment.

A few details to keep in mind:

- The 3.6% adjustment applies to your Social Security benefit before deductions. For most beneficiaries enrolled in Medicare Part B, premiums are deducted from their Social Security payments. If your premium increases, it could offset some of the additional benefit dollars you receive. The effect on your deposit depends on your individual circumstances.

- September’s reported 3.7% annual inflation rate measures CPI-U. Social Security’s COLA uses a different measure, comparing third-quarter average CPI-W figures from one year to the next.

- Your personal expenses may change differently from either inflation measure. Reviewing income, healthcare costs, and spending together can help you assess how your retirement plan fits your needs.

As you prepare for 2027, review your expected Social Security income, Medicare premiums, and monthly expenses together. Have questions about how these changes fit into your retirement income plan? Connect with our team at
stonebridgeiwm.com/contact.

Sources: Social Security Administration, 2027 COLA Fact Sheet; U.S. Bureau of Labor Statistics, September 2026 CPI Report; Medicare.gov, premium payment information.

For informational purposes only. Not individualized investment, tax, or legal advice. Stonebridge Wealth Systems is not affiliated with or endorsed by the Social Security Administration or any government agency.

10/20/2026

🎯Are you on track?

Find out where you stand with our complimentary Retirement Quiz and take the first step toward a more confident retirement

👉Take the quiz here:

A comprehensive evaluation designed to gauge your preparedness for retirement.

10/17/2026

Not a Lot of Retirees Rely on Pensions for a Steady Paycheck:

Many retirees can't count on a pension to provide a steady paycheck anymore. So where will your retirement income come from?

Call us today and we can help you find more income streams that you can rely on:
👉308-698-0144

10/16/2026

How to Cover Your Expenses in Retirement:

Wondering how you'll cover your expenses in retirement? There are ways to create a steady, monthly income stream to help you maintain the lifestyle you want.

Not sure if you are ready for retirement? Take our complimentary retirement readiness quiz today:
👉www.stonebridgeretirement.net

10/13/2026

Is your retirement strategy still right for you?

Your comfort with investment risk can change over time, especially as you get closer to retirement. What felt right a few years ago may not fit your goals today.

Take our complimentary Risk Tolerance Quiz to better understand your current risk profile and gain insights tailored to your needs.

Take the quiz here: 👉

Understand your current risk profile and get actionable insights tailored to your needs.

10/10/2026

What Is a Will?

A will helps determine what happens to your assets after you pass away, but what happens if you're still here and unable to make decisions for yourself?

Check out our Tax Calculator Tool for a detailed and personalized estimation of your future tax liabilities.
Take the quiz here: 👉www.stonebridgetaxbill.com.

10/08/2026

Test Your Retirement Budget Before You Retire:

One of the best ways to feel more confident about retirement is to test your budget before you actually retire.

Not sure if you're ready for retirement? Our quiz is designed to help you figure out if you're fully ready to retire.

Take the quiz here: 👉www.stonebridgeretirement.net

10/07/2026

Bonds can fluctuate. Retirement dates can change. Family priorities can evolve.

In a recent *Retirement Compass* episode, Tim Kulhanek discussed why a retirement plan should account for more than the date you hope to stop working. Read the key takeaways: https://stonebridgeiwm.com/post/retirement-meets-reality