April 26, 2019

Many things change dramatically when you retire, not the least of which is your tax situation.  Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address.  One of the most significant opportunities in retirement is the ability to manage taxable income.  One of the potential th...

June 4, 2018

If you’re someone who enjoys following financial news, you’ve probably come across the term “yield.” A little over a month ago, the US 10-year treasury yield crossed 3% for the first time in 4 years and the news cycles made a big deal about it. But what does “yield” even mean? Here’s a quick refresher.

Yield has to do with the amount of i...

October 2, 2017

I recently overheard a conversation regarding the view that a consistent dividend makes a company a good investment. This got me thinking about whether or not that was entirely true and what caveats ought to be included in such a statement. Before we move on, let me pause and define what a dividend is. When a company is doing well it may...

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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.