Bondar & Associates

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Bondar & Associates I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

We typically use a fee-based “assets under management” approach, which helps ensure our focus is always on protecting and growing your investments. 1. Discovery: We begin by taking a look at what matters most to you and by better understanding your short-term and long-term financial objectives. We maintain an open and candid conversation to ensure our strategies and tactics are evolving with your needs. 2. Analysis: Our recommendations are based on a thorough analysis of your current situation, including risk tolerance, investment objectives, time horizon, and human capital. We work with leading experts to provide you with access to cutting-edge investment research and wealth management solutions. 3. Planning: We identify the right combination of financial strategies in order to help optimize your overall investment portfolio. 4. Recommendation: We provide you with informed options and assist you in the selection of a plan that is best for you. 5. Implementation: We carefully implement your selected financial strategy while guiding you to you financial goal. 6. Review and Monitoring: We remain focused on your goals, reviewing your investment or financial plan regularly, monitoring the changing financial environment, and making adjustments as appropriate

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries...
10/20/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your ...
10/20/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4z23qqr

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust sett...
04/16/2026

Whether it's finances or freedom, here's why being divorced can potentially be a positive life change once the dust settles.

Having gone through a divorce myself, I know my friend is having a hard time. Still, it can be positive in the long run.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.
04/15/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax strategies for caregivers.

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on whether you can claim your elderly parent as a dependent on your tax return and more.

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going we...
04/07/2026

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

The IRS launched its Zero Paper Initiative last year to speed paper tax return processing. The project isn’t going well.

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by ...
04/07/2026

A recent Kiplinger article cites cumulative Medicare Advantage payments could exceed traditional Medicare benchmarks by approximately $1.2 trillion through 2036, Policymakers continue to debate these payment levels, and future regulatory changes could affect plan premiums costs and coverage.

With private insurers set to receive $1.2 trillion in excess payments by 2036, retirees may soon face a reckoning over costs and coverage.

Address

4366 Auburn Boulevard
Sacramento, CA
95841

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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