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245 Waterman St Ste 301 Providence, RI 02906

Phone:

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

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  • jr@cornerstoneri.com

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Newsletters

  • Do You Need to Adjust Your Tax Withholding?

    After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.

  • Four Key Objectives of a Sound Retirement Plan

    A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

  • Breaking Down Clean Vehicle Tax Credits for Business Owners

    Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

  • HOT TOPIC: Should You Worry About Market Volatility?

    On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.

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Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
This site is meant only for use by clients and prospective clients that are looking for money management services.   This site does not offer commission based services.

*In Texas we are Cornerstone Money Management, LLC

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