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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
Buying a Home
A look at what you need to think about when buying a home.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.