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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HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing

The debt ceiling may become a focal point during upcoming federal budget and tax reform negotiations. Here’s why.

The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

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