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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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Family Conversations: Beyond the Will and Trust

Steve Coker, CFP

Jul 12
2 min

Family Conversations: Beyond the Will and Trust

Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...

A Living Trust Is for Life

Steve Coker, CFP

May 13, 2018
2 min

A Living Trust Is for Life

Many times when people set up their trusts, they focus on what will happen to their assets upon their death. However, a trust is also an...

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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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