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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.

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Big Changes Coming to IRAs: The SECURE Act

Steve Coker, CFP

Oct 28, 20192 min read

Big Changes Coming to IRAs: The SECURE Act

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...

Making the Most of Your Roth 401(k)

Steve Coker, CFP

Aug 6, 20183 min read

Making the Most of Your Roth 401(k)

When it comes to saving for retirement, your 401k plan is a great place to start. 401k plans offer higher contribution limits ($18,500...

Traditional or Roth: Retirement Savings Game Plan

Steve Coker, CFP

Mar 19, 20154 min read

Traditional or Roth: Retirement Savings Game Plan

When it comes to saving for retirement, there are a variety of ways to go about it. It’s always a good idea to start by evaluating...

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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.

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