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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.

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Downsizing your house in retirement

Steve Coker, CFP

Sep 15
4 min

Downsizing your house in retirement

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go...

How working impacts Social Security

Steve Coker, CFP

Sep 8
2 min

How working impacts Social Security

If you are retired and considering going back to work, even part-time, your Social Security Retirement benefits may be affected. Here are...

Inheriting an IRA? 4 key rules you should know

Steve Coker, CFP

Aug 25
3 min

Inheriting an IRA? 4 key rules you should know

If you have been named as the beneficiary of an IRA, then you should know that inheriting an IRA is different from inheriting other...

Interest Rates Keep Rising

Steve Coker, CFP

Aug 18
2 min

Interest Rates Keep Rising

The S&P 500 and Nasdaq both fell over 2% this week as rising interest rates spooked investors. Upside surprises in economic data,...

Should I sign up for Medicare if I'm still working?

Steve Coker, CFP

Aug 13
2 min

Should I sign up for Medicare if I'm still working?

The initial enrollment period for Medicare enrollment is the 7-month window beginning 3 months before your 65th birthday, the month of...

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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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