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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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Lowering your Medicare Premiums Due to a Life-Changing Event

Steve Coker, CFP

Apr 1
2 min

Lowering your Medicare Premiums Due to a Life-Changing Event

Many retirees are surprised to learn that Medicare premiums are variable, increasing considerably for higher income individuals. The...

Moving in Retirement? How to Keep Your California Property Tax Basis under Proposition 19

Steve Coker, CFP

Feb 18
3 min

Moving in Retirement? How to Keep Your California Property Tax Basis under Proposition 19

Proposition 19, which went into effect in 2021, can help California retirees save thousands of dollars when moving to a new home in...

Back Door Roths for 2021

Jan 29
2 min

Back Door Roths for 2021

If you are wanting to increase your savings in tax advantaged accounts, there are three things you can still do for 2021 if you have some...

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...

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...

Tax Changes Are Coming: An update

Steve Coker, CFP

Sep 17, 2021
2 min

Tax Changes Are Coming: An update

After months of anticipation the House Ways and Means Committee has finally released their tax proposals. I have not written much about...

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...

What is a fair share?

Steve Coker, CFP

Jul 25, 2021
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...

What is the Difference Between Gain and Return?

Steve Coker, CFP

Jul 11, 2021
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...

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...

What You Need to Know About the New Tax Day Extension to May 17

Mar 26, 2021
2 min

What You Need to Know About the New Tax Day Extension to May 17

On March 17, the Internal Revenue Service (IRS) announced that the 2020 federal income tax filing due date for individuals will be...

What is a 1099-R?

Walter Cifuentes

Jan 29, 2021
2 min

What is a 1099-R?

It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...

Getting started on year-end tax planning

Steve Coker, CFP

Nov 13, 2020
2 min

Getting started on year-end tax planning

It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...

The Biden Tax Proposals – and what they mean for the market

Steve Coker, CFP

Oct 9, 2020
4 min

The Biden Tax Proposals – and what they mean for the market

As we noted last week, there is little historical evidence of an election bump or crash in the market. Further, History tells us little...

Tax Tip: You can still contribute to your 2019 IRA

Steve Coker, CFP

Jun 5, 2020
2 min

Tax Tip: You can still contribute to your 2019 IRA

The CARES Act has delayed the IRS 2019 tax filing deadline to July 15th, 2020. If you have taken advantage of the delay and still have...

Coronavirus Tax Relief

Apr 3, 2020
3 min

Coronavirus Tax Relief

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...

2019 Year-End Tax Planning Ideas

Steve Coker, CFP

Dec 2, 2019
2 min

2019 Year-End Tax Planning Ideas

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...

Big Changes Coming to IRAs: The SECURE Act

Steve Coker, CFP

Oct 28, 2019
2 min

Big Changes Coming to IRAs: The SECURE Act

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...

4 Tax Benefits for California Retirees

Steve Coker, CFP

Sep 23, 2019
3 min

4 Tax Benefits for California Retirees

It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...

Reducing your taxes in retirement: How to keep more of what you have saved

Steve Coker, CFP

Apr 26, 2019
3 min

Reducing your taxes in retirement: How to keep more of what you have saved

Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...

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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.