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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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.