UTMA

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.

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