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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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2019 Year-End Tax Planning Ideas

2019 Year-End Tax Planning Ideas

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...

Steve Coker, CFP

Dec 2, 20192 min read

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

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

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...

Steve Coker, CFP

Apr 26, 20193 min read

Reducing Your Taxes In Retirement

Reducing Your Taxes In Retirement

Reducing Your Taxes In Retirement

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

Steve Coker, CFP

Jul 20, 20153 min read

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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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