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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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Videos

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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

  • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

    In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

  • 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.

  • If You Don’t Have a Will Yet, Why Not?

    Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.

  • HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

    This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

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Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Net Worth

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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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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