The Cornerstone Group

James P. Benson II, CRPC

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.

Taxable Equivalent Yield

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

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Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

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