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  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

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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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Newsletters

  • All Eyes on the Earnings Picture

    Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

  • Social Security Offers Benefits from Birth Through Old Age

    The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

  • HOT TOPIC: Can Consumers Keep Carrying the Economy?

    Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

  • New FAFSA Favors Grandparent College Giving

    Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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Calculators

  • Roth IRA Conversion

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

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Lifetime Earnings

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

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
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*In Texas we are Cornerstone Money Management, LLC

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