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

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

Overcoming the Covid-19 Retirement Black Hole

Overcoming the Covid-19 Retirement Black Hole

Overcoming the Covid-19 Retirement Black Hole

“I never thought that retirement would be like this.” The comment from one of my clients struck me this week as we discussed his recent...

Steve Coker, CFP

Feb 27, 20213 min read

How the Economic Machine Works

How the Economic Machine Works

How the Economic Machine Works

As the virus recedes, investors are getting back to the nuts and bolts of the economy – a welcome change compared with tracking covid...

Steve Coker, CFP

Feb 19, 20211 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