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
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Tips to avoid checking in luggage on your next vacation.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Ascertaining the value of your business is important for a variety of reasons.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
Bucket lists don’t have to be for tomorrow.
Make your retirement as exciting as your next vacation.