Last will and testament document with a pen resting on the page

Estate Planning in Rochester, NY: Protecting What You’ve Built

You spent a lifetime building something: a home in Monroe County, retirement accounts, maybe a business or a family cottage […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple smiling at each other during a picnic on the grass

When to Take Social Security: A Rochester, NY Retiree’s Guide

It might be the single biggest retirement decision you’ll make with one form. Deciding when to take Social Security shapes […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple counting cash and reviewing bills at a table

Required Minimum Distributions: What Rochester, NY Retirees Should Know

For years, your retirement accounts grew quietly and mostly tax-deferred. Then a rule kicks in that surprises many savers: the […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple talking at a home office desk with a laptop

Roth Conversion Strategies for Rochester, NY Retirees

You’ve saved diligently for decades, and most of that money sits in a traditional IRA or 401(k). A Roth conversion […]
by O'Keefe Stevens Advisory
on Jul 22
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