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
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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.
View all calculators
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.