Understanding Today’s Financial Environment
Welcome, Bruce Graev Financial Associates is a financial services organization in Naples and Marco Island, Florida. We understand that Individuals, Business Owners, and Professionals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 239 231 2163 or Fax 239 231 2485.
Helpful Content
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?