Client Log-In
Access your account summary, our newsletter and helpful information.
Learn MoreMarket Update
View timely commentary on the economy, economic calendar, stocks and bonds.
Learn MoreMake An Appointment
It is our pleasure to offer you a complementary initial consultation.
Learn MoreWelcome 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 thirty 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 UsHelpful Content
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
View all articles 
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
View all calculators
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Saving for College 101
Here's a crash course on saving for college.
When Markets React
When markets shift, experienced investors stick to their strategy.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Business Cycle
How will you weather the ups and downs of the business cycle?