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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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Retiring Out of California

Retiring Out of California

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Steve Coker, CFP

Oct 1, 20183 min read

Using Schwab Two-Factor Authentication

Using Schwab Two-Factor Authentication

Using Schwab Two-Factor Authentication

For the past several weeks we have focused on Cybersecurity and how to best protect your identity and accounts. In this article, we will...

Steve Coker, CFP

Sep 3, 20182 min read

Healthcare in Retirement - Developing a Health Insurance Strategy

Healthcare in Retirement - Developing a Health Insurance Strategy

Healthcare in Retirement - Developing a Health Insurance Strategy

Several weeks ago we wrote an article outlining the basics of healthcare costs. This week we continue our conversation with strategies...

Steve Coker, CFP

Aug 27, 20182 min read

Save More… Tomorrow

Save More… Tomorrow

Save More… Tomorrow

We as Americans have a problem – we don’t save enough. In fact, a recent study by Bankrate.com reported that 18 percent of the U.S. was...

Steve Coker, CFP

Aug 13, 20182 min read

Making the Most of Your Roth 401(k)

Making the Most of Your Roth 401(k)

Making the Most of Your Roth 401(k)

When it comes to saving for retirement, your 401k plan is a great place to start. 401k plans offer higher contribution limits ($18,500...

Steve Coker, CFP

Aug 6, 20183 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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