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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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.