Bridgeview Capital Advisors, Inc.

David N. Waldrop

CERTIFIED FINANCIAL PLANNER®

Join over 1,000 personal finance readers nerding out weekly with insight into investing, retirement, and tax planning to grow your wealth.

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David N. Waldrop, CFP®
about 1 year ago

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1 min read
Featured Post

David N. Waldrop, CFP®

As a CERTIFIED FINANCIAL PLANNER® for over two decades, I know that retirement planning and taxes can be confusing and intimidating. My job is to simply the complext and help clients focus and what needs attention now, and what can wait. How Can I Help You? As a fiduciary advisor, we are held to a much higher standard when working clients. We are a “fee only” firm. We don’t sell financial products for a commission and only receive compensation from you, our client. Investment Management...

4 days ago

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1 min read

IRS Tax Deadline For IRAs & Roth IRAs

about 1 month ago

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1 min read

Welcome Ashley C. Hamman, CFP®

2 months ago

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1 min read

What Investors Should Ignore for Long Term Success

2 months ago

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1 min read

2026 Financial Planning Cheat Sheet is HERE!

2 months ago

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1 min read

Tax-Deferred vs. Tax-Free

3 months ago

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1 min read

IRS Releases 2026 Retirement Plan Limits

3 months ago

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1 min read

Tax Planning Tips for 2025

3 months ago

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1 min read

The Medicare IRMAA Surcharge Guide

3 months ago

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1 min read

The OBBBA Tax Law Comparison Guide

4 months ago

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1 min read

Why Your ‘Safe’ Bond Fund Might Be Riskier Than You Think

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