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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Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

Consider a Roth for Tax-Free Retirement Income

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Use Sense with Student Loans

Some guidelines before taking on student loan debt including steps students have taken to make college more affordable.

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