Sonoma Financial & Insurance Services

Home
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.

08/31/2026

Are you prepared to live longer in ? How do you plan on staying active? And, importantly, how do you plan on supporting yourself? Learn more here: https://sonomafinancial.com/are-you-prepared-to-live-long-in-retirement/

Are you prepared for the possibility of living longer in retirement? You should be, from both a financial and health perspective.

08/28/2026

Many retirees get part-time jobs, both for the financial benefit and to stay active. Learn about some part-time jobs for , no degree required, right here: https://www.aarp.org/work/job-search/retiree-part-time-jobs/?src=psn
But if you don’t want to (or can’t) go back to work part-time, you’d probably be interested in the idea of guaranteed lifetime income options. Reach out to us to learn more!

Options across 15 roles, plus remote openings and red‑flag warnings

08/24/2026

Is $1 million enough for ? Learn more here: https://sonomafinancial.com/million-enough-for-retirement/
We’re always here to help!

Is $1 million enough for retirement? Realistically, how much you need depends on your specific situation and needs.

08/21/2026

Is forcing people into early ? Learn more here: https://www.aarp.org/work/careers/ai-job-impact/
Contact us; we’re always here to help!

New studies look at how the technology is affecting older workers

08/17/2026

How to calculate your life expectancy: https://money.usnews.com/money/retirement/aging/articles/how-to-calculate-your-life-expectancy
A crucial part of planning for is determining how long your retirement will last. Looking for options that could provide you with income for the rest of your life? Reach out to us to learn more:
https://sonomafinancial.com/contact/
We’re always here to help!

Understanding how long you could live is key to successful retirement planning.

08/13/2026

What will the COLA for 2027 look like? Take a look at projections here: https://www.aarp.org/social-security/cola-2027-increase-estimate/
For more useful info, get in contact with us:

Latest inflation data used to estimate impact on next year’s Social Security payments

08/10/2026

Ways you’ll know if you’re ready for : https://www.moneytalksnews.com/7-ways-to-know-if-the-time-is-right-to-retire/
Always here to help!

Millions of us can’t wait to give up the rat race. But before you retire, here’s what you need to weigh.

08/06/2026

Some older workers say is their whole strategy. But is it enough to rely on? Learn more here: https://www.usatoday.com/story/money/personalfinance/2026/08/05/social-security-retirement-plan-savings-magic-number/91163507007/
Helping you stay informed!

Nearly half of older workers plan to rely on Social Security in retirement, two recent surveys say. Retirement researchers are worried.

08/03/2026

Are you underspending in ? Learn more here: https://money.usnews.com/money/retirement/articles/underspending-in-retirement

Create a budget to see what expenses you can cover in retirement while still enjoying perks.

07/30/2026

Many Americans start earlier than planned, study finds, often due to circumstances outside of their control. Learn more at: https://www.usatoday.com/story/money/personalfinance/2026/07/23/americans-retire-sooner-than-planned-retirement-saving/91011967007/
Keeping you updated!

Americans are retiring sooner than they expect, and they have regrets.

Address

112 Wikiup Drive
Santa Rosa, CA
95403

Website

https://SonomaFinancial.com/

Alerts

Be the first to know and let us send you an email when Sonoma Financial & Insurance Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sonoma Financial & Insurance Services:

Want your business to be the top-listed Finance Company in Santa Rosa?