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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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Newsletters

  • Understanding the “No Tax on Tips” Deduction

    In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

    New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Loan Payoff

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

  • Car Affordability

    How much can you afford to pay for a car?

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*In Texas we are Cornerstone Money Management, LLC

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