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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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Building Your Legacy
A four-step framework for building a personal legacy.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.