Sonoma Financial & Insurance Services

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.

09/24/2026

What could the Federal Reserve’s next rate hike mean for retirees? Learn more here: https://www.aarp.org/money/personal-finance/what-fed-interest-rate-hike-means/

Savers could earn more on deposits, while some borrowing costs are expected to rise

09/22/2026

Two main ways of making next year’s RMDs easier than this year’s: https://sonomafinancial.com/2027-rmds/

09/17/2026

Ways you may be able to make your next required minimum distribution (RMD) easier to deal with: https://www.fool.com/retirement/2026/09/11/2-ways-to-make-your-2027-rmds-less-painful-than/
Contact us at: https://wilsave.com/contact/