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
-
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
-
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?