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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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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

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • IRA Eligibility

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

  • Lifetime Earnings

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

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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*In Texas we are Cornerstone Money Management, LLC

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