Sonoma Financial & Insurance Services

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United States
Santa Rosa, CA
Sonoma Financial & Insurance Services

Sonoma Financial & Insurance Services helps clients achieve their retirement financial goals based on their individual needs.

We offer clear and direct solutions to make planning for retirement as simple as possible for our clients.

10/29/2026

Creating (and stress-testing) a budget for your : https://www.marketwatch.com/story/your-retirement-math-may-have-a-surprising-flaw-2d8f58d8?mod=retirement

Stress-test your retirement plan against late-life healthcare and housing shocks.

10/26/2026

The Social Security Administration has announced the cost-of-living adjustment (COLA) for 2027: https://sonomafinancial.com/social-security-cola/

10/22/2026

COLA for 2027: How to find out how much more you'll get: https://finance.yahoo.com/personal-finance/investing/article/social-security-cola-for-2027-how-to-find-out-how-much-more-youll-get-133752779.html?guccounter=1

The Social Security COLA will increase by 3.6% in 2027, according to the Social Security Administration.

10/18/2026

Why it’s important to keep your address updated with , and how to do so: https://sonomafinancial.com/update-your-address-social-security/

10/14/2026

Keeping your information up to date with the Administration can help prevent missed notices or delays. How to update your address with them: https://money.usnews.com/money/retirement/social-security/articles/how-to-change-your-address-with-social-security
Always here to help!

Learn the ways to notify the Social Security Administration when you move.

10/12/2026

What you need to know before open enrollment: https://sonomafinancial.com/medicare-open-enrollment/

Medicare open enrollment means an opportunity to make changes to your coverage for the coming year if needed.

10/07/2026

open enrollment is starting soon, so it’s important to know what changes you want to make, if any. Learn more here: https://health.usnews.com/medicare/articles/medicare-fall-open-enrollment-what-you-need-to-know

The annual enrollment period for Medicare is your opportunity to review and tailor your plan. Find out how to make the most of it.

10/04/2026

Important documents and other information to have ready in case something happens to you:
https://sonomafinancial.com/death-of-a-spouse/

This is a list of important documents and other information for one spouse to have if the other passes away.

10/01/2026

Financial steps to take after the death of a spouse: https://money.usnews.com/money/retirement/aging/articles/checklist-for-handling-the-death-of-a-spouse

Here's what to know about probate, insurance, taxes and estate planning after a spouse dies.

09/28/2026

The Federal Reserve has raised its benchmark interest rate for the first time since 2023. Learn more here: https://sonomafinancial.com/fed-rate-hike/

New rate hike from the Federal Reserve: For retirees, the impact of this change will vary based on where their money is.

Address

112 Wikiup Drive
Santa Rosa, CA
95403

Website

https://SonomaFinancial.com/

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