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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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Traditional vs Roth Retirement Plan Contributions – why not both!

Traditional vs Roth Retirement Plan Contributions – why not both!

Traditional vs Roth Retirement Plan Contributions – why not both!

Making after-tax contributions, also known as Roth contributions, to your 401k or IRA can be an effective way to save for retirement and...

Steve Coker, CFP

Sep 25, 20202 min read

Gifting to Children – when does the gift tax apply

Gifting to Children – when does the gift tax apply

Gifting to Children – when does the gift tax apply

In my opinion, both financial planning and estate planning focus too heavily on leaving money to children at death and overlook one of...

Steve Coker, CFP

Sep 18, 20203 min read

What happens to my 401k when I retire?

What happens to my 401k when I retire?

What happens to my 401k when I retire?

Retirement should not be stressful, but too often it is. The flurry of critical decisions combined with a dramatic life change is enough...

Steve Coker, CFP

Sep 12, 20202 min read

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

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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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