Retired woman reading financial documents at a desk with a laptop

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

Learning how to avoid IRMAA is one of those retirement details that sounds like alphabet soup until it costs you […]
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

The New York estate tax has a quirk that catches families off guard, and it can cost a small fortune. […]
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

If you’ve started comparing advisors, you’ve probably run into the phrase fee-only financial advisor and wondered whether it actually matters. […]
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? It’s the question I get before almost any other, and I respect it. […]
by O'Keefe Stevens Advisory
on Sep 11
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