Sonoma Financial & Insurance Services

06/18/2026

Just like , is also facing a potential crisis–in just 7 years. Learn more here: https://www.thestreet.com/personal-finance/medicare-trustees-report-what-retirees-should-do-now
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06/15/2026

Have you reached the “disenchantment” phase of ? If you’re a retiree and are starting to feel listless, here are some ways you may be able to manage that: https://www.kiplinger.com/retirement/happy-retirement/lost-your-spark-6-ways-to-break-out-of-a-retirement-funk

It's common for retirees to struggle with mental health and the "blahs." Here's how you can break free, according to the experts.

06/11/2026

Important milestones to be aware of before and during : https://money.usnews.com/money/retirement/aging/articles/10-important-ages-for-retirement-planning
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Keep these ages in mind to boost your retirement benefits and avoid penalties.

06/08/2026

–bank scams are on the rise. If you’ve seen any of these signs, it’s likely someone is trying to scam you: https://sonomafinancial.com/bank-scams/
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Bank scams are on the rise. Here are some common signs. If any of these things have happened to you, reach out to us.

06/04/2026

Some money-saving habits just aren’t worth it. Learn more: https://www.kiplinger.com/personal-finance/how-to-save-money/frugal-habits-that-arent-worth-it
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Avoiding waste is important, but some frugal habits are more trouble than they're worth.

05/30/2026

–If you’re searching online for answers in regard to what does and does not cover, be careful of Medicare scams. Learn more: https://sonomafinancial.com/protect-yourself/
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How can you protect yourself from potential Medicare related scams while searching for information online?

05/28/2026

Do you use a safe-deposit box? Are you considering renting one? Test how much you really know about them here: https://www.aarp.org/money/personal-finance/safe-deposit-box-quiz/?src=psn
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When — and when not — to use them

05/22/2026

Many retirees are unaware of how their benefits will change if their spouse passes away. Learn more here: https://sonomafinancial.com/spouse-passses-away/

How will it affect your social security benefits if your spouse passes away before you? What can you do to prepare?

05/20/2026

Retirees have been living longer – is your strategy designed to last three decades or longer? Learn more here: https://money.usnews.com/money/retirement/articles/a-retirement-plan-for-the-longevity-age

05/15/2026

As you’re approaching , it’s a good idea to inform your adult children of what your overall strategy is. Learn more on our blog: https://sonomafinancial.com/trust/

Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can often begin by explaining that not every decision you make will look the way they would personally choose to handle things, but that does not mean it is u...