Articles by Dennis O’Keefe
- Ideas and Innovation for Financial Advisors - Advisorpedia
What You Need to Know Before Filing Your 2026 Taxes
Taking a strategic approach to tax planning throughout the year can save you money and eliminate unpleasant surprises when April rolls around.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Voluntary Retirement Offers Explained: How To Decide if It’s the Right Move
How companies carefully craft these packages to achieve specific workforce reductions and shares insights from HR professionals
- Ideas and Innovation for Financial Advisors - Advisorpedia
Severance Now or Separation Later: Making the Call Before the Window Closes
Unfortunately, firms don’t always share their facts and figures with us – making this decision even more difficult.