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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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Retiring Out of California

Retiring Out of California

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Steve Coker, CFP

Apr 16, 20213 min read

Economic Boom

Economic Boom

Economic Boom

The S&P 500 hit another record this week as a combination of a receding virus, massive stimulus, and low interest rates pushed stocks,...

Steve Coker, CFP

Apr 11, 20212 min read

What You Need to Know About the New Tax Day Extension to May 17

What You Need to Know About the New Tax Day Extension to May 17

What You Need to Know About the New Tax Day Extension to May 17

On March 17, the Internal Revenue Service (IRS) announced that the 2020 federal income tax filing due date for individuals will be...

Carole Meitler

Mar 26, 20212 min read

What is a Qualified Charitable Donation?

What is a Qualified Charitable Donation?

What is a Qualified Charitable Donation?

A Qualified Charitable Donation is a tax-free distribution from an IRA to a charity. Available only to taxpayers aged 70.5 or older, a...

Steve Coker, CFP

Mar 19, 20212 min read

Understanding Exchange Traded Funds (ETFs)

Understanding Exchange Traded Funds (ETFs)

Understanding Exchange Traded Funds (ETFs)

Exchange Traded Funds, ETFs, were first developed in the 1990s as a way to provide lower cost indexed funds (a portfolio designed to...

Carole Meitler

Mar 11, 20213 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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