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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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Social Security Survivors Benefit

Social Security Survivors Benefit

Social Security Survivors Benefit

When the unthinkable happens and one spouse dies, Social Security provides a benefit, commonly referred to as the widow’s benefit, to the...

Steve Coker, CFP

Feb 3, 20233 min read

Coronavirus Tax Relief

Coronavirus Tax Relief

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...

Carole Meitler

Apr 3, 20203 min read

The CARES Act – What’s in it?

The CARES Act – What’s in it?

The CARES Act – What’s in it?

As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has...

Steve Coker, CFP

Mar 27, 20203 min read

Do you need life insurance in retirement?

Do you need life insurance in retirement?

Do you need life insurance in retirement?

Many people are surprised to learn that they may not need life insurance in retirement. Life insurance is sold as something that...

Steve Coker, CFP

Aug 12, 20192 min read

Finance and Your Health

Finance and Your Health

Finance and Your Health

We all want to be just a little wealthier and healthier, and maybe just a little bit better looking. Luckily, a new study from Rutgers...

Steve Coker, CFP

Mar 27, 20163 min read

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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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