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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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Videos

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Flipbooks

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Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
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Transcript

Newsletters

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • 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.

More Newsletters »

Calculators

  • College Funding

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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*In Texas we are Cornerstone Money Management, LLC

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