top of page

Stay informed with expert insights from our team.

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.

Search

Coronavirus Tax Relief

Carole Meitler

Apr 3, 20203 min read

Coronavirus Tax Relief

In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...

Retiring Out of California

Steve Coker, CFP

Feb 25, 20193 min read

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Give Stock, Save Taxes, Give More

Steve Coker, CFP

Feb 19, 20192 min read

Give Stock, Save Taxes, Give More

If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...

What is a 1099-R?

Steve Coker, CFP

Feb 4, 20192 min read

What is a 1099-R?

It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...

Retiring Out of California

Steve Coker, CFP

Oct 1, 20183 min read

Retiring Out of California

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

Concentrated Giving to Maximize Tax Deductions

Steve Coker, CFP

Jun 4, 20182 min read

Concentrated Giving to Maximize Tax Deductions

If you are charitably minded, you should be aware of changes under the recent Tax Cuts and Jobs Act that may change the way you give. Let...

Trump's Tax Vision

Steve Coker, CFP

Sep 11, 20172 min read

Trump's Tax Vision

Last week in Missouri, Donald Trump finally began to cast his vision for tax reform. Over the past 10 months, we have heard little from...

Request a Meeting

Meet With An Advisor

Books

How To Retire from Edison

Please reload

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.

bottom of page