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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 Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.