Search
Investor Basics: Stocks and Bonds
1 / 1 At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what...
Steve Coker, CFP
Aug 2, 20253 min read
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
Jul 25, 20253 min read
How to Fight Phishing
Phishing, fraudulent emails designed to trick people into divulging passwords or downloading malware, continues to rise. The reason is...
Steve Coker, CFP
Jul 18, 20253 min read
Tax Changes
On July 4 th , 2025, Congress signed into law the “One Big Beautiful Bill Act” or “OBBBA”, bringing several significant changes to the...
Steve Coker, CFP
Jul 12, 20252 min read
When and how to enroll in Medicare
Medicare enrollment is a key event that occurs age at 65 for most people. Even with this date in mind, the timeline and enrollment...
Carole Meitler
Jun 28, 20253 min read
