Volunteers packing donated food into boxes at an outdoor table

Qualified Charitable Distribution: A Giving Strategy for Retirees

Qualified Charitable Distribution: A Giving Strategy for Retirees If you’re over 70½ and you give to charity anyway, a qualified […]
by O'Keefe Stevens Advisory
on Aug 13
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Two women talking and laughing over coffee in a living room

Long-Term Care Planning in Rochester, NY: How to Start

Long-Term Care Planning in Rochester, NY: How to Start Long-term care planning is the piece of retirement almost nobody wants […]
by O'Keefe Stevens Advisory
on Aug 13
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Older couple walking hand in hand on a leafy autumn path

How Much Money Do You Need to Retire? A Rochester, NY Guide

How Much Money Do You Need to Retire? A Rochester, NY Guide How much money do you need to retire? […]
by O'Keefe Stevens Advisory
on Aug 13
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Older couple reviewing paperwork and a laptop together at a dining table

Net Unrealized Appreciation: A Tax Break Worth Knowing About

Net Unrealized Appreciation: A Tax Break Worth Knowing About If you spent a career at one company and your 401(k) […]
by O'Keefe Stevens Advisory
on Aug 13
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