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
-
Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
-
How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
-
How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
-
Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?