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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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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

The Biden Tax Proposals – and what they mean for the market

The Biden Tax Proposals – and what they mean for the market

The Biden Tax Proposals – and what they mean for the market

As we noted last week, there is little historical evidence of an election bump or crash in the market. Further, History tells us little...

Steve Coker, CFP

Oct 9, 20204 min read

Market Returns During Elections

Market Returns During Elections

Market Returns During Elections

How will the election impact the market? If Biden wins will the market crash? What about a Trump win? Will the uncertainty alone but...

Steve Coker, CFP

Oct 2, 20203 min read

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

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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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