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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It's important to make sure your retirement strategy anticipates health-care expenses.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
How long does a $20 bill last?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Earnings season can move markets. What is it and why is it important?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Are Real Estate Investment Trusts right for your portfolio?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.