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.

Steve Coker, CFP

Jun 3, 2022
1 min

Medicare Enrollment: Remember age 65!

Remember that the “Initial Enrollment Period” for Medicare begins 3 months before the month of your 65th birthday and extends 3 months...

Big Changes Coming to IRAs: The SECURE Act

Steve Coker, CFP

Oct 28, 2019
2 min

Big Changes Coming to IRAs: The SECURE Act

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...

Steve Coker, CFP

Oct 21, 2019
2 min

Goals for the Second Half of Your Life

Do you remember when you first graduated from High School or College? Most of us were filled with a strange mixture of fear and...

Steve Coker, CFP

Sep 30, 2019
3 min

Social Security: Why you should wait

Filing for Social Security too early is one of the biggest mistakes that retirees make. While it is tempting to file early to receive a...

Steve Coker, CFP

Sep 23, 2019
3 min

4 Tax Benefits for California Retirees

It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...

Want to retire in 5 years? – Here are 5 things to do now!

Steve Coker, CFP

Aug 26, 2019
3 min

Want to retire in 5 years? – Here are 5 things to do now!

If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...

Getting Your Docs In Order for Aging Parents

Steve Coker, CFP

Jun 24, 2019
3 min

Getting Your Docs In Order for Aging Parents

Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is...

Steve Coker, CFP

Feb 25, 2019
3 min

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Moving in Retirement? How to Keep Your California Property Tax Basis

Steve Coker, CFP

Nov 5, 2018
2 min

Moving in Retirement? How to Keep Your California Property Tax Basis

There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best. These laws...

Steve Coker, CFP

Oct 1, 2018
3 min

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Healthcare in Retirement - Developing a Health Insurance Strategy

Steve Coker, CFP

Aug 27, 2018
2 min

Healthcare in Retirement - Developing a Health Insurance Strategy

Several weeks ago we wrote an article outlining the basics of healthcare costs. This week we continue our conversation with strategies...

Steve Coker, CFP

Jul 1, 2018
2 min

The Cost of Healthcare in Retirement

One of the most daunting challenges facing retirees is the cost of healthcare. Without some type of employer-provided retiree healthcare,...

Steve Coker, CFP

Mar 18, 2018
3 min

Can I Retire Before Age 59.5?

Can you retire before the age of 59.5? The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job...

Diversification Strikes Again: Why We Stay Globally Invested

Steve Coker, CFP

Oct 15, 2017
3 min

Diversification Strikes Again: Why We Stay Globally Invested

The concept of diversification is one of the hallmarks of modern investment theory. Diversification offers many benefits, most notably...

Steve Coker, CFP

Oct 24, 2016
3 min

Overcoming the Black Hole of Retirement

“As I look out into retirement all I see is a black hole”. The comment from one of our clients struck me this week, and I have pondered...

Medical Expenses in Retirement - What You Can Expect

Steve Coker, CFP

Jul 11, 2016
2 min

Medical Expenses in Retirement - What You Can Expect

For many Americans finally retiring from their job means more than just walking away from a paycheck; it also means walking away from...

Steve Coker, CFP

Jan 31, 2016
3 min

Want to Retire in 5 Years? - Here Are 5 Things to Do Now?

If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready. Retirement can be a...

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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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