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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.

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Life Insurance Basics

Steve Coker, CFP

Oct 14, 20234 min read

Life Insurance Basics

There is a saying that ‘life insurance is sold, not bought’. Compare, for example, shopping for life insurance with shopping for a car....

Why Are Interest Rates Skyrocketing?

Steve Coker, CFP

Oct 6, 20233 min read

Why Are Interest Rates Skyrocketing?

During the month of September interest rates not only continued their march upward, they skyrocketed higher, spooking the stock market...

Strategic Roth Conversions: Maximizing Retirement Savings While Minimizing Taxes

Steve Coker, CFP

Sep 29, 20233 min read

Strategic Roth Conversions: Maximizing Retirement Savings While Minimizing Taxes

Roth conversions are an often-overlooked strategy for reducing taxes and optimizing retirement funds. This article aims to demystify Roth...

The Fed Spooks the Market

Steve Coker, CFP

Sep 22, 20232 min read

The Fed Spooks the Market

I think that I’ve seen this movie before! Like part VII of a repetitive movie series (I’m looking at you Avengers), the Federal Reserve...

Downsizing your house in retirement

Steve Coker, CFP

Sep 15, 20234 min read

Downsizing your house in retirement

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go...

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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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