SOMA Living January 2025

There’s getting to retirement. And then there’s getting through it. Making it to retirement these days is no small feat. And once you arrive, you’re not done, because now you’ve got an exciting new chapter on your hands where every day feels like Saturday. From optimizing savings and evaluating retirement income sources, to planning healthcare costs and helping maximize Social Security benefits, we can help chart the journey to come — and your really, really long weekend.

Contact us today so we can help you make the most of your next chapter. TrueEdge Wealth Management Group of Wells Fargo Advisors 190 River Road Summit, NJ 07901 Direct: 908-370-4916 Chad.Thomas@wellsfargo.com https://fa.wellsfargoadvisors.com/trueedge-wmg/index.htm

Investment and Insurance Products: • NOT FDIC Insured • NO Bank Guarantee • MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2024 Wells Fargo Clearing Services, LLC. PM-03272026-7066182.1.9

JANUARY 2025 | SOMA LIVING 5

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