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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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Qualified Charitable Donations

Steve Coker, CFP

Nov 17, 20233 min read

Qualified Charitable Donations

Qualified Charitable Distributions (“QCD”) allow eligible IRA owners aged 70.5 or older to make up to $100,000 in tax-free gifts to...

Understanding RMD’s

Steve Coker, CFP

Nov 10, 20234 min read

Understanding RMD’s

Required Minimum Distributions or “RMD’s” are the minimum amount that must be withdrawn from pre-tax, tax-deferred retirement accounts,...

Relief

Steve Coker, CFP

Nov 4, 20232 min read

Relief

War in Europe and the middle east, rising oil prices, inflation, rising interest rates, political polarization…there is plenty to worry...

Year End Tax Planning for 2023

Steve Coker, CFP

Oct 28, 20232 min read

Year End Tax Planning for 2023

We have a divided government and an imminent presidential election. As a result, no significant tax legislation has been passed in 2023,...

The Second Half of Your Life

Steve Coker, CFP

Oct 20, 20233 min read

The Second Half of Your Life

I had several conversations this week about the stress of retirement, both in terms of the financial stress of retirement – will there be...

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Books

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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