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Welcome 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.

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Helpful Content

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Spending Intentionally While Maintaining Your Goals

Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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