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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
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Surprises
Making the most of surprises is a great reason to work with us.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?