August 30, 2016

Big changes are coming in the financial services industry.  The Department of Labor has finally issued new regulations that will make some of the most significant changes in decades to the way that brokers interact with the American public.   These new rules, commonly referred to as the ‘Fiduciary Rule’, expand the universe of advisors th...

June 20, 2016

Earlier this week a coworker sent me a satirical piece on 401(k) management in the U.S. prompting a conversation about what we felt made a good advisor.  Roughly a month back we had both attended a conference geared towards best practices for advisors where we had the chance to observe what other firms were doing well in the industry.  In...

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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.

DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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