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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

E-mail:

  • jr@cornerstoneri.com

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Videos

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Flipbooks

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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

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity could offer tax benefits and may increase your ability to give. This article explores various tax-advantaged giving strategies.

  • Building Blocks for Financing College with Less Debt

    Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.

  • What the Red-Hot Job Market Means for Workers

    A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

  • Preparing for Libor to Leave the Building

    The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

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Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Net Worth

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

  • College Funding

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

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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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