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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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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...

Tax Tips: The IRA

Steve Coker, CFP

Mar 18, 2019
3 min

Tax Tips: The IRA

It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...

Tax Tip: The Backdoor Roth IRA

Steve Coker, CFP

Feb 11, 2019
2 min

Tax Tip: The Backdoor Roth IRA

Do you find yourself with some extra cash that you would like to get invested, consider a backdoor Roth IRA. Many of our higher earning...

Tax Tip: The Backdoor Roth IRA

Steve Coker, CFP

Oct 31, 2016
2 min

Tax Tip: The Backdoor Roth IRA

Do you find yourself with some extra cash as the year comes to an end? By this time of year, many of our higher earning clients have...

Traditional or Roth: Retirement Savings Game Plan

Steve Coker, CFP

Mar 19, 2015
4 min

Traditional or Roth: Retirement Savings Game Plan

When it comes to saving for retirement, there are a variety of ways to go about it. It’s always a good idea to start by evaluating...

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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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