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.
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st. Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019. By taking action now, you...
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...
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of challenges and opportunities that many CPA’s (and Financial Advisors) simply don’t address. One of the most significant changes in retirement is the ability to manage taxable income. By strategically taking distr...
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.
