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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 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.

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Helpful Content

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

5 Tips to Prep for a Possible Recession

No one knows when the next recession will hit, but there are things you can do to prepare for it

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Retirement Considerations in Your 60s

Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Spend Mindfully by Adopting a Saver’s Mentality

As we have all been forced to change our behaviors and depart from our “normal” routines, it is no wonder that our spending behaviors have changed too.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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