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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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Giving Appreciated Stock

Giving Appreciated Stock

Giving Appreciated Stock

As we discussed last week, there is tremendous uncertainty about future tax changes, making 2020 year-end tax planning extremely...

Steve Coker, CFP

Dec 4, 20203 min read

Getting started on year-end tax planning

Getting started on year-end tax planning

Getting started on year-end tax planning

It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...

Steve Coker, CFP

Nov 12, 20202 min read

Election Jitters

Election Jitters

Election Jitters

The market sold off this week as investors digested a combination of both positive and negative news including record breaking 3rd...

Steve Coker, CFP

Nov 1, 20202 min read

Preparing for retirement – a checklist

Preparing for retirement – a checklist

Preparing for retirement – a checklist

Ok, let’s admit it. Retirement can be a stressful and time-consuming task. If you aren’t careful, the process of reaching retirement will...

Steve Coker, CFP

Oct 21, 20203 min read

College Financing: It all starts with the FAFSA

College Financing: It all starts with the FAFSA

College Financing: It all starts with the FAFSA

Those of you with college students know firsthand the challenge of navigating the often-confusing system for applying for and obtaining...

Carole Meitler

Oct 16, 20204 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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