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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

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

 

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Debt Stress

There’s a link between debt and stress.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Building Your Legacy

A four-step framework for building a personal legacy.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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?

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