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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

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  • jr@cornerstoneri.com

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Calculators

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Flipbooks

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
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Transcript

Newsletters

  • What Is Asset-Based LTCI?

    Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • 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.

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Calculators

  • Lifetime Earnings

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

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • IRA Eligibility

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

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*In Texas we are Cornerstone Money Management, LLC

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