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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

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Do You Know Who Your Beneficiaries Are?

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

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

    At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Net Worth

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

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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*In Texas we are Cornerstone Money Management, LLC

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