Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Experience Matters

Bruce Graev Financial Associates was formed by specialists who have cultivated a special understanding of the challenges, goals and objectives that individuals, physicians and business owners need to address in the process of building wealth. As team members, we work with you and your other advisors to focus on strategies that seek to help you achieve real and sustainable wealth.

Achieving goals requires taking action and that is where we can really be of help. We firs... Learn More

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