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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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Cedarstone Conference 2023 Recap

Cedarstone Conference 2023 Recap

Cedarstone Conference 2023 Recap

We had another successful conference at the Westlake Village Inn last week. Thank you to everyone who attended the Conference at home or...

Steve Coker, CFP

May 5, 20231 min read

How To Tell If Something Is a Scam

How To Tell If Something Is a Scam

How To Tell If Something Is a Scam

As returns on publicly traded investments like stocks and bonds struggle, investors are turning to “special” private deals that claim to...

Steve Coker, CFP

Apr 21, 20232 min read

Is Social Security Insolvent?

Is Social Security Insolvent?

Is Social Security Insolvent?

The Social Security Board of Trustees issued their annual report last month, announcing that in 2033 the Social Security system will be...

Steve Coker, CFP

Apr 16, 20233 min read

Americans are moving to low-tax states

Americans are moving to low-tax states

Americans are moving to low-tax states

If you live in California like me, it is probably no surprise to hear that people are leaving the state. It seems like every month a...

Steve Coker, CFP

Apr 1, 20232 min read

How do tax brackets work?

How do tax brackets work?

How do tax brackets work?

What tax bracket are you in? What is your effective tax rate? How much more will you pay in taxes if your income goes up? These are...

Steve Coker, CFP

Mar 24, 20232 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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