top of page

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.

Search

Tax Changes Are Coming: An update

Tax Changes Are Coming: An update

Tax Changes Are Coming: An update

After months of anticipation the House Ways and Means Committee has finally released their tax proposals. I have not written much about...

Steve Coker, CFP

Sep 17, 20212 min read

Social Security: Why you should wait

Social Security: Why you should wait

Social Security: Why you should wait

Filing for Social Security too early is one of the biggest mistakes that retirees make. We have written about this before, but it still...

Steve Coker, CFP

Sep 10, 20212 min read

What documents should I keep?

What documents should I keep?

What documents should I keep?

While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...

Steve Coker, CFP

Aug 27, 20214 min read

Headwinds

Headwinds

Headwinds

The S&P 500 has had a tremendous recovery since its March 23, 2020 low. The unprecedented economic stimulus, coupled with a receding...

Steve Coker, CFP

Aug 22, 20214 min read

What is a Trusted Contact and why should I have one?

What is a Trusted Contact and why should I have one?

What is a Trusted Contact and why should I have one?

Beginning last year, the SEC began recommending that investors provide a “Trusted Contact Person” when opening new financial accounts. In...

Walter Cifuentes

Jul 31, 20212 min read

Request a Meeting

Meet With An Advisor

Books

How To Retire from Edison

Please reload

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.

bottom of page