Bonnie S. Laffie, CLU,ChFC,CLTC
Providing Professional Assistance to Help Secure Your Financial Future
My name is Bonnie S. Laffie. Welcome to my Web site.
As a financial professional I am dedicated to helping secure your financial future so you can focus on what matters to you today. Our comprehensive approach to understanding your needs allows us to build a full financial plan that addresses all of your concerns.
As a consummate professional I feel that education in my field is of the utmost importance which is why I regularly attend industry training and certification programs. I have completed the curriculum and passed the rigorous exams for CLU, ChFC and CLTC.
My academic achievements include:
a B.S. Degree in Economics from Queens College in 1975.
My education, experience and professional affiliations have fostered my practical approach to offering financial products and services to my clients. Through our comprehensive approach we provide personalized solutions for you. We bring clarity to complex, ongoing challenges through a long term relationship and a plan tailored to your needs. Our goal is to help you secure the financial futures of you and your loved ones. Maintaining a strong sense of community and a solid professional foundation are very important to me.
Thank you for visiting my website.
Newsletters
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.