Founded by Dennis J. O'Keefe, Successful Money Strategies specializes in retirement planning for telecom employees and pre-retirees aged 50-65.
The firm provides comprehensive roadmaps covering retirement income, taxes, estate planning, and long-term care, leveraging a network of CPAs and attorneys. With over 30 years of experience, the firm aims to reduce retirement stress and maximize financial success, as evidenced by high client ratings and testimonials highlighting personalized service and expert guidance.
Specialized expertise in telecom retirement systems
Personalized retirement roadmaps
Extensive network of CPAs and attorneys for specialized advice
Services
Retirement Planning
Comprehensive roadmap to successful retirement, covering income planning, tax strategies, estate planning, and long-term care considerations.
Personalized retirement roadmapsTax optimization strategiesEstate planning guidanceLong-term care analysis
Telecom Employee Retirement Guidance
Specialized support for telecom employees navigating retirement incentives, pension buyouts, and transition to retirement.
Expertise in telecom retirement systemsRIF and IP (Incentive Package) navigationPension buyout analysisRetirement transition coaching
Already Retired Support
Assistance for retirees managing finances, taxes, and long-term care to ensure a secure and enjoyable retirement.
Income management strategiesTax planning for retireesEstate and legacy planningLong-term care insurance guidance
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER™
Since 1991
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
What is the difference between a RIF and an IP? +
A RIF (Retirement Incentive Fund) and an IP (Incentive Package) are both retirement offers from telecom companies, but they differ in structure and benefits. A RIF typically provides a lump-sum payment based on years of service, while an IP may include additional benefits like health insurance extensions or higher pension buyout amounts.
How does Successful Money Strategies handle Social Security optimization? +
Successful Money Strategies analyzes each client's earnings history, projected retirement age, and other income sources to determine the optimal time to claim Social Security, maximizing lifetime benefits while minimizing tax implications.
What is the role of long-term care insurance in retirement planning? +
Long-term care insurance helps cover the costs of extended care services, such as nursing home stays or in-home care, which can significantly deplete retirement savings. Successful Money Strategies evaluates clients' risk tolerance and financial capacity to recommend appropriate coverage levels.
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