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.
This calculator shows how inflation over the years has impacted purchasing power.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The earlier you start pursuing financial goals, the better your outcome may be.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial professional about changes in your situation.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn about what risk tolerance really means in this helpful and insightful video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Bucket lists don’t have to be for tomorrow.