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245 Waterman St Ste 301 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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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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Newsletters

  • Fixed for Life: What Can an Annuity Do for You?

    Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

  • Sticker Shock Is No Joke for Car Buyers

    This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

  • Should You Consider Tapping the Equity in Your Home?

    Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

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Calculators

  • LTCI Cost of Waiting

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

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Roth IRA Conversion

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

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
This site is meant only for use by clients and prospective clients that are looking for money management services.   This site does not offer commission based services.

*In Texas we are Cornerstone Money Management, LLC

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