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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

Videos

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Calculators

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Contact Us

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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

  • 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.

  • Surprise! It’s Retirement Time

    Considering some important issues now could provide more options in the event of early retirement.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

More Newsletters »

Calculators

  • 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.

  • Car Affordability

    How much can you afford to pay for a car?

  • IRA Eligibility

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

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators »

 

 

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