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Home » Personal Finance » Page 2

Personal Finance

5 Easy Steps To Improve Your Finances

10 Ways To Improve Your Financial Wellness

ByDavid Waldrop Updated onDecember 19, 2024

If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…

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Retirement Planning Questions You Need To Ask

Retirement Planning Questions You Need To Ask

ByDavid Waldrop Updated onApril 20, 2018

Retirement planning is a process, not an event. Asking yourself these questions will help you stay on track. Now that our taxes…

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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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David’s Personal Finance Q&A - January 2018

David’s Personal Finance Q&A – January 2018

ByDavid Waldrop Updated onJanuary 8, 2018

Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…

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Credit Card Debt - Don't Let It Wreck Your Plan

Credit Card Debt Hacks: Take Control Of Your Finances Today

ByDavid Waldrop Updated onDecember 19, 2024

Credit Card Debt: The Enemy of Financial Success Credit card debt is the enemy of financial success. Not all debt is created…

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David’s Personal Finance Q&A - January 2018

David’s Personal Finance Q&A – November 2017

ByDavid Waldrop Updated onNovember 1, 2017

Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…

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Three Questions To Ask A Financial Advisor

7 Essential Questions To Ask Your Financial Advisor Today

ByDavid Waldrop Updated onNovember 20, 2024

Working with a financial professional is a key step in managing your wealth. These questions to ask your financial advisor are critical…

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David’s Personal Finance Q&A - January 2018

David’s Personal Finance Q&A – February 2017

ByDavid Waldrop Updated onFebruary 2, 2017

Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They…

Read More David’s Personal Finance Q&A – February 2017Continue

5 Misconceptions Putting Your Finances At Risk

5 Misconceptions Putting Your Finances At Risk

ByDavid Waldrop Updated onJune 21, 2024

The financial world can be complicated and there is always more to learn. Not only is there a staggering amount of information, but the…

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CalSTRS Won’t Be Enough For Retirement

CalSTRS Won’t Be Enough For Retirement

ByDavid Waldrop Updated onDecember 22, 2024

CalSTRS won’t be enough for your retirement and I know that sounds harsh. While having a pension can bring a sense of…

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Investing Decisions And Tuning Out The Noise

How To Make Smarter Investing Decisions

ByDavid Waldrop Updated onDecember 19, 2024

Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…

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Why Teachers Should Review Their 457 Plan Today

Why Teachers Should Review Their 457 Plan Today

ByDavid Waldrop Updated onNovember 22, 2024

If you’re a school teacher, you’ve got a lot on your plate. Reviewing your 457 plan might not be high on your priority…

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© 2025 Bridgeview Capital Advisors, Inc.

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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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