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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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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

Preparing for a job change

Preparing for a job change

Preparing for a job change

A record 4.3M Americans quit their jobs in August. There are many reasons for the shift: record high job openings promising better...

Steve Coker, CFP

Oct 23, 20214 min read

Social Security COLA – the bright side of inflation

Social Security COLA – the bright side of inflation

Social Security COLA – the bright side of inflation

According to a recently released Social Security Administration fact sheet, the 2022 Cost of Living Adjustment (“COLA”) for Social...

Steve Coker, CFP

Oct 15, 20211 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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