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
-
Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
-
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.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.