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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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Qualified Charitable Donations

Qualified Charitable Donations

Qualified Charitable Donations

Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...

Steve Coker, CFP

Feb 83 min read

1099-R Basics for Tax Time

1099-R Basics for Tax Time

1099-R Basics for Tax Time

It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...

Steve Coker, CFP

Feb 23 min read

Do I Need Disability Insurance

Do I Need Disability Insurance

Do I Need Disability Insurance

Most Americans are far better prepared financially to die than they are to become disabled. However, statistically speaking, on average...

Carole Meitler

Jan 253 min read

Big Social Security Changes – WEP and GPO Repealed

Big Social Security Changes – WEP and GPO Repealed

Big Social Security Changes – WEP and GPO Repealed

I did not think that it would ever happen! After years of lobbying the “Social Security Fairness Act” was passed at the end of December,...

Steve Coker, CFP

Jan 172 min read

Updated Retirement Plan Contribution Limits 2025

Updated Retirement Plan Contribution Limits 2025

Updated Retirement Plan Contribution Limits 2025

The IRS has published the 2025 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...

Steve Coker, CFP

Jan 121 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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