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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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2019 Year-End Tax Planning Ideas

2019 Year-End Tax Planning Ideas

2019 Year-End Tax Planning Ideas

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...

Steve Coker, CFP

Dec 2, 20192 min read

Valuation Check

Valuation Check

Valuation Check

It has been an exceptional year for stocks and the S&P 500 is hitting new highs. The rally continues to be broad, with all the S&P 500...

Steve Coker, CFP

Nov 25, 20192 min read

Paying For College - A FAFSA Primer

Paying For College - A FAFSA Primer

Paying For College - A FAFSA Primer

Paying for college is one of the most significant expenses that many households face, after retirement, and housing. If you have a kid...

Steve Coker, CFP

Nov 18, 20192 min read

Why You Shouldn't Pay Off Your Mortgage With Your IRA

Why You Shouldn't Pay Off Your Mortgage With Your IRA

Why You Shouldn't Pay Off Your Mortgage With Your IRA

Paying off the mortgage is a noble goal and is a great idea for most Americans. Having a ‘mortgage burning’ or ‘debt free scream’ is a...

Steve Coker, CFP

Nov 4, 20193 min read

Big Changes Coming to IRAs: The SECURE Act

Big Changes Coming to IRAs: The SECURE Act

Big Changes Coming to IRAs: The SECURE Act

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...

Steve Coker, CFP

Oct 28, 20192 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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