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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Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

Real Estate Markets on the Mend

The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.

The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

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