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Steve Coker, CFP
- Apr 16, 2021
- 3 min
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
- Mar 19, 2021
- 2 min
What is a Qualified Charitable Donation?
A Qualified Charitable Donation is a tax-free distribution from an IRA to a charity. Available only to taxpayers aged 70.5 or older, a...
Steve Coker, CFP
- Feb 27, 2021
- 3 min
Overcoming the Covid-19 Retirement Black Hole
“I never thought that retirement would be like this.” The comment from one of my clients struck me this week as we discussed his recent...
Steve Coker, CFP
- Feb 13, 2021
- 3 min
Adding up the stimulus
How could the stock market continue to rise during the pandemic? Why are stocks rising while so many Americans are still unemployed? The...
Carole Meitler
- Feb 5, 2021
- 2 min
Investor Basics: Stocks and Bonds
At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what their...