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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Saving for College 101
Here's a crash course on saving for college.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.