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245 Waterman St Ste 504A Providence, RI 02906

Phone:

  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

E-mail:

  • jr@cornerstoneri.com

Calculators

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Flipbooks

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Videos

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Fee Table
 

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

    High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

  • The Corporate World Is All-In on AI

    As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • What Happens to Your Time Horizon at Retirement?

    When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

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Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

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*In Texas we are Cornerstone Money Management, LLC

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