Home office desk with a notebook, pen, coffee mug, and laptop, SEP IRA article cover

The SEP IRA: A Retirement Plan Made for Entrepreneurs

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.
by Kellan Peer
on Sep 25
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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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Older couple looking at a laptop together at a kitchen table

Retirement Planning in Rochester, NY: A Clearer Path to the Income You Need

Retirement Planning in Rochester, NY: A Clearer Path to the Income You Need You’ve spent decades building your savings. But […]
by O'Keefe Stevens Advisory
on May 29
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Smiling advisor meeting with a client across a desk in a bright office

Financial Advisor in Rochester, NY: What to Look For Before You Hire One

Financial Advisor in Rochester, NY: What to Look For Before You Hire One Choosing a financial advisor in Rochester, NY […]
by O'Keefe Stevens Advisory
on May 29
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Older man on a phone call at a laptop reviewing printed charts

5 Questions to Ask Before Leaving the Workforce for Good

5 Questions to Ask Before Leaving the Workforce for Good Leaving the workforce is one of the biggest decisions you’ll […]
by O'Keefe Stevens Advisory
on May 13
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