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A smarter college savings strategy can create opportunities far beyond tuition.
When it comes to saving for a child’s future, flexibility matters. In this article, Associate Financial Advisor Joseph Browning shares why UTMA accounts can be a powerful alternative to traditional college savings plans, offering families greater freedom to use funds for education, life expenses, and long-term financial opportunities.
Joe Mains
May 273 min read


College Savings Options
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

Nick Allen
Aug 24, 20235 min read
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