Last will and testament document with a pen resting on the page

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
Read more
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
Read more
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
Read more
Older couple talking at a home office desk with a laptop

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
Read more
O'Keefe Stevens Advisory Fact Sheet cover graphic with a purple city skyline

OSA Fact Sheet Q2 2026

Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
by Peter O'Keefe
on Jul 6
Read more
Black and white American flag waving against the sky

The Second Chapter of the American Dream

The Second Chapter of the American Dream Written by: Grace Stolberg One of the unexpected privileges of being a financial […]
by Grace Stolberg
on Jun 29
Read more
Get Your Affairs in Order personal planning organizer on a wood desk with a pen and coffee mug

Get Your Affairs in Order

Get Your Affairs in Order The Gift of Clarity for the People You Love. Written by: Justin Stevens There is […]
by Justin Stevens
on Jun 26
Read more
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
Read more
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
Read more
Advisor smiling and shaking hands with a client across a desk

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
Read more

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.

Take the Free Assessment