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245 Waterman St Ste 504A Providence, RI 02906

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  • 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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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
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Newsletters

  • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

    High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

  • HOT TOPIC: The Iran War, the Economy, and Your Portfolio

    This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

  • What Happens to Your Time Horizon at Retirement?

    When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

  • A Roadmap for Your Family

    A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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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 73.

  • Savings Goals

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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