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Stay informed with expert insights from our team.

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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The High Cost of Variable Annuities

Steve Coker, CFP

Feb 7, 20204 min read

The High Cost of Variable Annuities

I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...

Inflation Watch

Steve Coker, CFP

Oct 15, 20182 min read

Inflation Watch

We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has...

What to Do with Good News

Steve Coker, CFP

Feb 26, 20183 min read

What to Do with Good News

The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent...

A Letter From Our President in 2018

Steve Coker, CFP

Jan 2, 20182 min read

A Letter From Our President in 2018

A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...

Last Minute 2017 Tax Planning

Steve Coker, CFP

Dec 17, 20173 min read

Last Minute 2017 Tax Planning

With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...

Updated Retirement Limits for 2018

Steve Coker, CFP

Nov 3, 20171 min read

Updated Retirement Limits for 2018

The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase...

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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.

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