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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

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

 

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

My Retirement Savings

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

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Compare your current student loan terms to a potential refinance to see if it makes sense.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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