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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

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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

  • Location, Location, Location: The Premium Parents Pay for Top Schools

    Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

  • Midyear Checkup: Can You Contribute More to Your Retirement Plan?

    With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

  • Is Your Dream Kitchen a Good Investment?

    Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Loan Payoff

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

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