October 22, 2018

A few weeks ago, I sat in on a meeting with some family members and their estate planning attorney. I wanted to make sure I understood how my family’s assets were currently set up to be inherited and what role I was supposed to play when the time came. It may sound like a morbid activity – sitting down to talk about what will happen when...

September 27, 2016

As my husband and I prepare to welcome our first child, one of the things we want to make sure to take care of prior to her birth is setting up a proper will and establishing a living trust.  While preparing a will can sound like a very morbid activity, the security that comes from knowing your affairs are in order is worth taking the tim...

July 25, 2016

This afternoon I had the pleasure of attending a Luau with my 92-year-old friend at the assisted living facility where she lives.  There was Hawaiian food, Polynesian dancers, and even ponies and face painting.  The dining rooms were full to the brim with visiting families, but I couldn’t help but notice the residents who sat alone.  I sp...

January 5, 2016

Having a will and trust in place is an important step to protect your family and make sure that your assets are distributed according to your wishes, but a will and trust often don’t communicate everything your family should know when you’re gone.  This New Year, I encourage you to take these 3 important estate planning steps that go beyo...

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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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