Sonoma Financial & Insurance Services

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/

09/13/2026

Habits for healthy aging as you reach your 60s, 70s, or beyond: https://sonomafinancial.com/health-aging/

Habits for healthy aging into your 60s, 70s, and beyond. Staying mentally and physically in shape will help you as you get older.

09/07/2026

Useful info for couples: https://sonomafinancial.com/social-security-2/

Important Social Security facts for couples to take into account. Social Security should be viewed as a household decision.

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