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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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Don't name just one of your children as IRA beneficiary

Steve Coker, CFP

Nov 24, 20242 min read

Don't name just one of your children as IRA beneficiary

It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...

Donor Advised Funds: A Simple Way to Give and Save on Taxes

Carole Meitler

Nov 17, 20243 min read

Donor Advised Funds: A Simple Way to Give and Save on Taxes

For those interested in giving back to their communities and making a lasting impact, Donor Advised Funds (DAFs) are an excellent tool...

It’s Trump 2.0

Steve Coker, CFP

Nov 9, 20242 min read

It’s Trump 2.0

Stocks soared this week on the news that Donald Trump was elected as the 47th President of the United States. Republicans also retook the...

Tax Tip: The Backdoor Roth IRA

Steve Coker, CFP

Nov 2, 20242 min read

Tax Tip: The Backdoor Roth IRA

Do you find yourself with some extra cash as the year comes to an end? By this time of year, many of our higher earning clients have...

Year End Tax Planning Opportunities 2024

Steve Coker, CFP

Oct 25, 20242 min read

Year End Tax Planning Opportunities 2024

It is time to start year-end tax planning! It is hard to believe that 2024 is already coming to a close. With the elections less than two...

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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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