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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Estate Planning in Rochester, NY: Protecting What You’ve Built

Estate Planning in Rochester, NY: Protecting What You’ve Built You spent a lifetime building something: a home in Monroe County, […]
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

When to Take Social Security: A Rochester, NY Retiree’s Guide It might be the single biggest retirement decision you’ll make […]
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

Required Minimum Distributions: What Rochester, NY Retirees Should Know For years, your retirement accounts grew quietly and mostly tax-deferred. Then […]
by O'Keefe Stevens Advisory
on Jul 22
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Older couple talking at a home office desk with a laptop

Roth Conversion Strategies for Rochester, NY Retirees

Roth Conversion Strategies for Rochester, NY Retirees You’ve saved diligently for decades, and most of that money sits in a […]
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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