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245 Waterman St Ste 301 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

  • Do You Have Enough Life Insurance?

    Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.

  • Market Measures: Beyond the Dow

    In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.

  • Individual Bonds vs. Bond Funds: What’s the Difference?

    Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

  • Can You Put the Brakes on Rising Auto Insurance Premiums?

    Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.

More Newsletters »

Calculators

  • Taxable Equivalent Yield

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

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Federal Income Tax

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

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

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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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