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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

E-mail:

  • jr@cornerstoneri.com

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Videos

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Should You Pay Off Debt or Save for Retirement?

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
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Newsletters

  • Can Home Improvements Lower Your Tax Bill? It Depends

    Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.

  • After the Loss of a Loved One, Watch Out for Scams

    Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.

  • Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?

    High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.

  • How Savers and Spenders Can Meet in the Middle

    Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.

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Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Lease Payment

    How much would your monthly lease payment be?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Federal Income Tax

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

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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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