Robert T. Green C.P.A. P.C.

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The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

 

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Estimate how much of your Social Security benefit may be considered taxable.

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How federal estate taxes work, plus estate management documents and tactics.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

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If you died, what would happen to your email archives, social profiles and online accounts?

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A couple become Retirement Plan Detectives, searching records from old employers.

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