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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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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

Understanding Original Medicare Parts A, B, and D

Understanding Original Medicare Parts A, B, and D

Understanding Original Medicare Parts A, B, and D

In our June 26, 2020 article, “When and How to Enroll in Medicare,” we outlined important dates and the process for signing up for...

Carole Meitler

Jul 31, 20204 min read

I Have a Trust – Now What?

I Have a Trust – Now What?

I Have a Trust – Now What?

Many people feel like they have finished preparing for their family’s financial future after setting up a trust. But they often forget a...

Walter Cifuentes

Jul 24, 20203 min read

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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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