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UGMA & UTMA Accounts

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Vehicles designed to help you amass college savings & make gifts to minors. If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and ...

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Yes, Young Growing Families Can Save & Invest

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It may seem like a tall order, but it can be accomplished. Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are ...

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