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Welcome to Bonanno Financial Advisors, LLC

Since 1987

 

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.

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Helpful Content

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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