Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
New York's estate tax cliff can tax an entire estate once it crosses the exemption by more than 5%. Here's how one Rochester couple, working with their O'Keefe Stevens advisor and estate attorney, rebalanced their plan with revocable trusts, a credit shelter trust, and an early gifting strategy.
If you work for yourself, a Traditional or Roth IRA alone usually won't replace your income in retirement. A SEP IRA lets self-employed individuals and business owners contribute up to $72,000 in 2026, with simple setup and a funding deadline that runs to your tax filing date.
Justin Stevens Named to Forbes 2026 Best-in-State Next-Gen Wealth Advisors List O’Keefe Stevens Advisory is proud to announce that President […]
O’Keefe Stevens Advisory Named No. 2769 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
The Second Chapter of the American Dream Written by: Grace Stolberg One of the unexpected privileges of being a financial […]
Get Your Affairs in Order The Gift of Clarity for the People You Love. Written by: Justin Stevens There is […]
Health Insurance Before Medicare I retired, and I’m not eligible for Medicare. What are my options? Written by: Kellan Peer […]
ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg In my role as a financial advisor, I […]
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