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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.