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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.