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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
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.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.