The U.S. public safety net can be a catch-22: These services act as a lifeline for people with disabilities, but it bars people from meaningfully saving, investing and building personal wealth. Money ...

・Custodial investment accounts (UMGA and UTMA) are taxable investing alternatives to 529 plans and Roth IRAs ・These accounts act as traditional brokerages for your children ・New tools allow you to ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...