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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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Talking With Family About Money

Talking With Family About Money

Talking With Family About Money

Over the next few weeks, many of us will be meeting with family to celebrate the holidays. Of course, if your family is like mine, these...

Steve Coker, CFP

Nov 23, 20172 min read

An Award Winning Portal

An Award Winning Portal

An Award Winning Portal

We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...

Steve Coker, CFP

Nov 11, 20171 min read

Year-End Tax Planning While the Rules Are Changing

Year-End Tax Planning While the Rules Are Changing

Year-End Tax Planning While the Rules Are Changing

As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...

Steve Coker, CFP

Nov 3, 20173 min read

Updated Retirement Limits for 2018

Updated Retirement Limits for 2018

Updated Retirement Limits for 2018

The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase...

Steve Coker, CFP

Nov 3, 20171 min read

Protecting Your Schwab Account: Beyond the Password

Protecting Your Schwab Account: Beyond the Password

Protecting Your Schwab Account: Beyond the Password

Protecting your financial information online begins with a good password but it doesn’t have to end there. By now, I am sure you've heard...

Steve Coker, CFP

Oct 20, 20172 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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