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Tommy BohanonFinancial Advisor CRPC
Tommy BohanonFinancial Advisor CRPC
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Tommy Bohanon
Financial Advisor CRPC

3551 Bonita Bay Boulevard Bonita Springs, FL 34134

Phone:

  • 239-908-5770

E-mail:

  • tbohanon@baystatefinancial.com
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Contact Me

Please feel free to contact us with any questions.

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Videos

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

  • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

    Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Memper SIPC.  OSJ Address: 1 Marina Park Drive 16th Floor, Boston, MA 02210  CRN202706-6686035

 

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