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O'Keefe Stevens Advisory
Overview
O'Keefe Stevens Advisory, founded in 2017 and based in the United States, operates within the finance industry, specifically focusing on investment banking. The company has a small employee base of 1 to 10 individuals and has reported significant revenue. O'Keefe Stevens Advisory has published a guide titled "Health Insurance Before Medicare: A Guide for Early Retirees," which addresses the healthcare challenges faced by individuals retiring before they become eligible for Medicare. The document emphasizes the importance of planning for healthcare costs, which can be substantial during the pre-Medicare years, and outlines various strategies for managing these expenses. It discusses the differences in healthcare planning based on the age of retirement and provides practical steps for evaluating insurance options, including the potential benefits of utilizing a spouse's employer plan or health savings accounts (HSAs) as financial tools. The guide aims to equip early retirees with the knowledge needed to navigate their healthcare options effectively.