Retired woman reading financial documents at a desk with a laptop

How to Avoid IRMAA: A Miami Retiree’s Medicare Guide

How to Avoid IRMAA: A Miami Retiree’s Medicare Guide Learning how to avoid IRMAA is one of those retirement details […]
by O'Keefe Stevens Advisory
on Sep 11
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Multigenerational family sitting together on a log in a backyard garden

New York Estate Tax: What the “Cliff” Means for Rochester Families

New York Estate Tax: What the “Cliff” Means for Rochester Families The New York estate tax has a quirk that […]
by O'Keefe Stevens Advisory
on Sep 11
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Older couple reviewing finances on a laptop at a kitchen table

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide If you’ve started comparing advisors, you’ve probably run into the […]
by O'Keefe Stevens Advisory
on Sep 11
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Advisor reviewing a financial report with clients in a modern office

How Much Does a Financial Advisor Cost? A Miami, FL Guide

How Much Does a Financial Advisor Cost? A Miami, FL Guide How much does a financial advisor cost? It’s the […]
by O'Keefe Stevens Advisory
on Sep 11
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