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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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Inflation – Persistent or Transitory?

Inflation – Persistent or Transitory?

Inflation – Persistent or Transitory?

Inflation has clearly been on the rise this year, as seen in the economic statistics and at the local store and gas station. Inflation...

Steve Coker, CFP

Dec 3, 20212 min read

Year End Tax Planning

Year End Tax Planning

Year End Tax Planning

Once again, we must complete year-end tax planning with significant changes to the tax code looming before us. It is fair to assume that...

Steve Coker, CFP

Nov 20, 20212 min read

Family Conversations: Legacy planning beyond the will and trust

Family Conversations: Legacy planning beyond the will and trust

Family Conversations: Legacy planning beyond the will and trust

Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to...

Steve Coker, CFP

Nov 12, 20212 min read

Donating Appreciated Stock

Donating Appreciated Stock

Donating Appreciated Stock

As we approach year-end many of our clients are looking for ways to save on their tax bill. One effective strategy, especially after the...

Steve Coker, CFP

Nov 5, 20213 min read

Leaving California? Tools to help find your new home

Leaving California? Tools to help find your new home

Leaving California? Tools to help find your new home

If you are considering moving out of California, then you are not alone. California has one of the highest rates of outbound migration,...

Carole Meitler

Oct 29, 20212 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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