Sonoma Financial & Insurance Services
We offer clear and direct solutions to make planning for retirement as simple as possible for our clients.
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
Lost Your Spark? 6 Ways to Break Out of a Retirement Funk (And Love Your Life Again) 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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10 Important Ages for Retirement Planning Keep these ages in mind to boost your retirement benefits and avoid penalties.
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112 Wikiup Drive
Santa Rosa, CA
95403