Welcome to Bonanno Financial Advisors, LLC
Bonanno Financial Advisors LLC is family owned and operated. We chose a grapevine for our company logo because advisor-client relationships are personal and cultivated over time. Using a multi-generational recipe, our family has been making homemade wine for over twenty years. The process of making wine is similar to financial planning. Both require knowledge, commitment and faith.
At Bonanno Financial Advisors LLC, we know that financial planning is not just about money. It involves managing finances in concert with values and purpose in life. In essence, we strive to assist clients in maintaining a fruitful balance.Contact Us
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Technology tips to make your next trip even better.
Here are five facts about Social Security that are important to keep in mind.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A collection of tips from professional travelers.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Women must be ready to spend, on average, more years in retirement than men.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here are five facts about Social Security that might surprise you.