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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

E-mail:

  • jr@cornerstoneri.com

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Videos

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Fee Table
 

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Newsletters

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

  • Loan Payoff

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

  • Lifetime Earnings

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Expectancy

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

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Fee based money management and Financial Planning offered by Cornerstone Investment Services, LLC RIA.
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*In Texas we are Cornerstone Money Management, LLC

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