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Home » college planning

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Coverdell Education Savings Account (ESA)
College Planning | Personal Finance

Coverdell Education Savings Account (ESA)

ByDavid Waldrop January 6, 2023April 20, 2023

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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UTMA Accounts – What You Need To Know
College Planning | Investing

UTMA Accounts – What You Need To Know

ByDavid Waldrop April 11, 2019

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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10 Ways To Improve Your Financial Wellness
IRA's and Retirement Plans | Personal Finance

10 Ways To Improve Your Financial Wellness

ByDavid Waldrop May 10, 2018

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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Student Loan Debt – 5 Things You Need To Know
College Planning | Personal Finance

Student Loan Debt – 5 Things You Need To Know

ByDavid Waldrop March 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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Retirement: 3 Bad Excuses For Not Saving
Retirement Planning

Retirement: 3 Bad Excuses For Not Saving

ByDavid Waldrop May 1, 2014

Saving for retirement is hard. It’s like any other endeavor. When things get challenging, bad excuses come popping out of the wood…

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Office: (916) 235-6857
5170 Golden Foothill Parkway
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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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© 2023 Bridgeview Capital Advisors, Inc.

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  • Home
  • Company
    • David N. Waldrop, CFP®
  • Client Center
    • Schwab Alliance
    • Client Web Portal
    • Empower Retirement 401(k) Participant Login
    • Bridgeview Capital Advisors, Inc – Disclosures
    • Client Questionnaire
    • Code of Ethics
  • Financial Education
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