Learn how disability insurance works, how short- and long-term coverage differ, and how to check for gaps in what your employer plan provides.
We're sharing how coordinated planning helped one of our O'Keefe Stevens Advisory clients put a roughly $600,000 payout to work and catch a tax reporting error worth about $50,000.
See how O’Keefe Stevens Advisory helped a client cut investment costs by more than $44,000 annually while coordinating tax, retirement, estate and investment planning.
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 […]
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