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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?