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We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

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What is a Trusted Contact and why should I have one?

Walter Cifuentes

2 days ago
2 min

What is a Trusted Contact and why should I have one?

Beginning last year, the SEC began recommending that investors provide a “Trusted Contact Person” when opening new financial accounts. In...

What is a fair share?

Steve Coker, CFP

Jul 25
2 min

What is a fair share?

This week congress is expected to begin negotiations on sweeping changes to the U.S. tax code. We expect taxes to go up, particularly for...

More Inflation

Steve Coker, CFP

Jul 16
3 min

More Inflation

In May I emphasized that inflation was on the move, and that inflation will become more and more important to investors in the months...

What is the Difference Between Gain and Return?

Steve Coker, CFP

Jul 11
3 min

What is the Difference Between Gain and Return?

How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...

Trust Implementation Checklist

Walter Cifuentes

Jun 27
3 min

Trust Implementation Checklist

If you have successfully worked with an estate planning attorney to create a living trust, then congratulations! You have completed a...

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Books

How To Retire from Edison

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How to Retire from Edison

At Cedarstone we are proud to say we wrote the book on how to retire from Southern California Edison. That's because we value relationships with our retired Edison clients and with clients who still work there. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written by expert advisors specifically for Southern California Edison employees, our guide will walk you through what it takes to successfully retire from Southern California Edison.