Multigenerational family sitting together on a log in a backyard garden

New York Estate Tax: What the “Cliff” Means for Rochester Families

New York Estate Tax: What the “Cliff” Means for Rochester Families The New York estate tax has a quirk that […]
by O'Keefe Stevens Advisory
on Sep 11
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Older couple reviewing finances on a laptop at a kitchen table

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide

What Is a Fee-Only Financial Advisor? A Rochester, NY Guide If you’ve started comparing advisors, you’ve probably run into the […]
by O'Keefe Stevens Advisory
on Sep 11
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Volunteers packing donated food into boxes at an outdoor table

Qualified Charitable Distribution: A Giving Strategy for Retirees

Qualified Charitable Distribution: A Giving Strategy for Retirees If you’re over 70½ and you give to charity anyway, a qualified […]
by O'Keefe Stevens Advisory
on Aug 13
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Two women talking and laughing over coffee in a living room

Long-Term Care Planning in Rochester, NY: How to Start

Long-Term Care Planning in Rochester, NY: How to Start Long-term care planning is the piece of retirement almost nobody wants […]
by O'Keefe Stevens Advisory
on Aug 13
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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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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 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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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
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Advisor pointing to a financial chart on a clipboard next to a calculator

Investment Management in Rochester, NY: Why Process Beats Prediction Every Time

Investment Management in Rochester, NY: Why Process Beats Prediction Every Time Every investor has heard the promise: some advisor, some […]
by O'Keefe Stevens Advisory
on May 29
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