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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

Steve Coker, CFP

Dec 2, 20192 min read

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...

How to Pay Zero Percent Capital Gains

Steve Coker, CFP

Feb 2, 20182 min read

How to Pay Zero Percent Capital Gains

Most people are stunned to learn that the lowest federal capital gains tax rate is 0%. That is right. Tax-free. And while it does not...

Last Minute 2017 Tax Planning

Steve Coker, CFP

Dec 17, 20173 min read

Last Minute 2017 Tax Planning

With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...

Year-End Tax Planning While the Rules Are Changing

Steve Coker, CFP

Nov 3, 20173 min read

Year-End Tax Planning While the Rules Are Changing

As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...

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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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