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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 twenty 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
Facilitate Family Financial Conversations Across Generations
Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.