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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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Who should I name as trustee?

Steve Coker, CFP

Mar 27
3 min

Who should I name as trustee?

Naming a trustee is one of the most important and difficult decisions when creating a trust. A trustee is the person (or business) that...

Updated Retirement Plan Contribution Limits 2022

Steve Coker, CFP

Jan 21
1 min

Updated Retirement Plan Contribution Limits 2022

The IRS has published the 2022 contribution limits for your 401k, IRA and other retirement plans. Now is a great time to review your...

2022 Outlook

Steve Coker, CFP

Jan 14
2 min

2022 Outlook

After a 2021 dominated by easy money and high levels of stimulus, 2022 is expected to be a year of transition, moving away from the...

2021: A Year in Review

Steve Coker, CFP

Jan 7
3 min

2021: A Year in Review

To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...

Manage Money Better – Lose Weight!

Steve Coker, CFP

Dec 19, 2021
3 min

Manage Money Better – Lose Weight!

We would all like to develop better habits, wouldn’t we? We could exercise more, lose weight, save for retirement, pay down credit card...

Do I Really Need an Advisor?

Steve Coker, CFP

Dec 10, 2021
2 min

Do I Really Need an Advisor?

The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my...

Family Conversations: Legacy planning beyond the will and trust

Steve Coker, CFP

Nov 12, 2021
2 min

Family Conversations: Legacy planning beyond the will and trust

Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...

Donating Appreciated Stock

Steve Coker, CFP

Nov 5, 2021
3 min

Donating Appreciated Stock

As we approach year-end many of our clients are looking for ways to save on their tax bill. One effective strategy, especially after the...

Leaving California? Tools to help find your new home

Oct 29, 2021
2 min

Leaving California? Tools to help find your new home

If you are considering moving out of California, then you are not alone. California has one of the highest rates of outbound migration,...

Preparing for a job change

Steve Coker, CFP

Oct 24, 2021
4 min

Preparing for a job change

A record 4.3M Americans quit their jobs in August. There are many reasons for the shift: record high job openings promising better...

Social Security COLA – the bright side of inflation

Steve Coker, CFP

Oct 15, 2021
1 min

Social Security COLA – the bright side of inflation

According to a recently released Social Security Administration fact sheet, the 2022 Cost of Living Adjustment (“COLA”) for Social...

Should I take out a 401k Loan?

Steve Coker, CFP

Oct 1, 2021
3 min

Should I take out a 401k Loan?

If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...

Making the most out of matching

Steve Coker, CFP

Sep 24, 2021
3 min

Making the most out of matching

A 401k plan is one of the best places to save for retirement. Payroll withholding makes saving easy, and more importantly, most...

Social Security: Why you should wait

Steve Coker, CFP

Sep 10, 2021
2 min

Social Security: Why you should wait

Filing for Social Security too early is one of the biggest mistakes that retirees make. We have written about this before, but it still...

What documents should I keep?

Steve Coker, CFP

Aug 27, 2021
4 min

What documents should I keep?

While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...

Trust Implementation Checklist

Walter Cifuentes

Jun 27, 2021
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...

Do I Need Umbrella Insurance?

Steve Coker, CFP

Jun 13, 2021
2 min

Do I Need Umbrella Insurance?

I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...

How to check your own credit

Steve Coker, CFP

Jun 6, 2021
2 min

How to check your own credit

Identity theft has become one of the most significant crimes of today with over 15 million people in the United States falling victim...

New Rules for Inherited IRAs

May 28, 2021
3 min

New Rules for Inherited IRAs

There are new rules for IRA’s inherited after January 1, 2020, and it may impact estate planning for existing IRA owners. The SECURE Act...

The Coming Tax Wave

Steve Coker, CFP

May 22, 2021
2 min

The Coming Tax Wave

There are rumors coming out of Washington – rumors of increased taxes. While the specifics are still being worked out, momentum is...

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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.