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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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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
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Newsletters

  • Mixing It Up: Asset Allocation and Diversification

    This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.

  • HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

    The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

  • Setting a Retirement Savings Goal

    Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

  • Treasury Yields Off 17-Year Highs

    While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
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*In Texas we are Cornerstone Money Management, LLC

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