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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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Year-End Tax Planning While the Rules Are Changing

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...

Steve Coker, CFP

Nov 3, 20173 min read

Updated Retirement Limits for 2018

Updated Retirement Limits for 2018

The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase...

Steve Coker, CFP

Nov 3, 20171 min read

What is a Fair Share?

What is a Fair Share?

Ok. I’m a nerd. The nice thing is that I work with nerds. We spend a disproportionate amount of our ‘free time’ learning financial...

Steve Coker, CFP

Apr 3, 20172 min read

Tax Reform Taking Shape

Tax Reform Taking Shape

While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...

Steve Coker, CFP

Dec 12, 20163 min read

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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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