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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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Medigap Policies for Original Medicare

Medigap Policies for Original Medicare

Medigap Policies for Original Medicare

According to Nationwide Retirement Institute, 72% of retirees wish they understood Medicare coverage better and Cedarstone is here to...

Carole Meitler

Sep 4, 20205 min read

Security Basics: Passwords and Two-Factor Authentication

Security Basics: Passwords and Two-Factor Authentication

Security Basics: Passwords and Two-Factor Authentication

In today’s world, it is easier than ever to track and monitor your personal finances. All you need is a computer or smart phone, access...

Walter Cifuentes

Aug 29, 20202 min read

Valuation Check: Is the market ready for a fall?

Valuation Check: Is the market ready for a fall?

Valuation Check: Is the market ready for a fall?

The S&P 500 hit new highs this week and it is natural to start asking, “have we recovered too much too fast”. I have received several...

Steve Coker, CFP

Aug 21, 20204 min read

Wisdom Before Wealth: Financial wisdom for the next generation

Wisdom Before Wealth: Financial wisdom for the next generation

Wisdom Before Wealth: Financial wisdom for the next generation

For young people, finances can often be an area of trepidation and mystery. Students feel as if their lives are on hold until they...

Guest

Aug 13, 20204 min read

3 Top Tax Planning Opportunities for 2020

3 Top Tax Planning Opportunities for 2020

3 Top Tax Planning Opportunities for 2020

Changing income and changing tax rules are opening new opportunities for tax planning. Here are our 3 new tax planning opportunities for...

Steve Coker, CFP

Aug 8, 20203 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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