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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.