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Home » College Planning

College Planning

Is A Coverdell ESA Right For You?

Coverdell Education Savings Account (ESA)

ByDavid Waldrop Updated onJanuary 22, 2024

Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…

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College Savings Plan - Don’t Let the Numbers Scare You Off

529 College Savings Plan

ByDavid Waldrop Updated onNovember 23, 2024

Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…

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UTMA Accounts - What You Need To Know

UTMA Accounts – What You Need To Know

ByDavid Waldrop Updated onDecember 29, 2024

UTMA accounts provide a way to gift money to minor children. Contributing funds to UTMA accounts constitutes an irrevocable gift. Once you…

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Student Loan Debt – 5 Things You Need To Know

Student Loan Debt – 5 Things You Need To Know

ByDavid Waldrop Updated onMarch 2, 2018

Student loan debt is on the rise and the numbers are staggering. Total student debt is approximately $1.38 trillion and is second…

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Bridgeview Capital Advisors, Inc.
Office: (916) 235-6857
5170 Golden Foothill Parkway
El Dorado Hills, CA 95762

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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  • Home
  • Company
    • David N. Waldrop, CFP®
    • Investment Management
    • Financial Planning
    • Tax planning
  • Client Center
    • Charles Schwab & Co.
    • Client Web Portal
    • Empower Retirement 401(k) Participant Login
    • Bridgeview Capital Advisors, Inc – Disclosures
    • Client Questionnaire
    • Code of Ethics
    • Privacy Notice
  • Personal Finance Blog
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