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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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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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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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Investor studying stock charts on a computer monitor at a desk

Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility

Investment Management in Rochester, NY: Why Risk Isn’t the Same as Volatility When the market drops a few hundred points, […]
by O'Keefe Stevens Advisory
on Jun 22
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Grandmother, mother, and young girl walking hand in hand through autumn woods

Wealth Management in Rochester, NY: More Than Managing Your Portfolio

Wealth Management in Rochester, NY: More Than Managing Your Portfolio You can earn a solid return and still feel like […]
by O'Keefe Stevens Advisory
on Jun 22
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When to Hire a Financial Advisor in Rochester, NY: 6 Signs It’s Time

When to Hire a Financial Advisor in Rochester, NY: 6 Signs It’s Time Most people don’t wake up and decide […]
by O'Keefe Stevens Advisory
on Jun 22
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Smiling older couple reading a document together at home

Retirement Planning in Rochester, NY: Bridging the Healthcare Gap Before 65

Retirement Planning in Rochester, NY: Bridging the Healthcare Gap Before 65 You’ve pictured the first morning of retirement: coffee, no […]
by O'Keefe Stevens Advisory
on Jun 22
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