Volunteers packing donated food into boxes at an outdoor table

Qualified Charitable Distribution: A Giving Strategy for Retirees

If you’re over 70½ and you give to charity anyway, a qualified charitable distribution may be the most efficient way […]
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 is the piece of retirement almost nobody wants to think about, which is exactly why it gets […]
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? It’s the first question almost everyone asks me, and the honest answer […]
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

If you spent a career at one company and your 401(k) is stuffed with its stock, net unrealized appreciation is […]
by O'Keefe Stevens Advisory
on Aug 13
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