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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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Don’t Save 10% of Your Income, Save 50% of Your Raise

Steve Coker, CFP

Jul 28, 20232 min read

Don’t Save 10% of Your Income, Save 50% of Your Raise

I am often asked by those starting out in their careers, “How much should I save?” It is a great question of course, and one that we...

FedNow: what it is and what it is not.

Steve Coker, CFP

Jul 21, 20233 min read

FedNow: what it is and what it is not.

The Federal Reserve launched its new FedNow service on July 20th, a surprise early launch to this new program which allows individuals...

Inflation Good News

Steve Coker, CFP

Jul 14, 20232 min read

Inflation Good News

Admittedly, it is difficult to write both “inflation” and “good news” in the same sentence. Inflation is not a good thing, but falling...

Navigating the Storm: An Introduction to Umbrella Insurance

Carole Meitler

Jul 9, 20233 min read

Navigating the Storm: An Introduction to Umbrella Insurance

Let's set sail into the uncharted waters of a lesser known but highly valuable aspect of personal finance: umbrella insurance. We all...

How to Fight Phishing

Steve Coker, CFP

Jun 23, 20233 min read

How to Fight Phishing

As online security techniques become more sophisticated, so do the scammers. Thwarted by high end encryption software, hackers are...

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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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