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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Is your estate in order? This short quiz may help you assess your overall strategy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.