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Read more about the article Stories Teach—and They Build Legacies
Early Financial Lessons Shape a Lifetime of Impact

Stories Teach—and They Build Legacies

Stanford research shows that storytelling is one of the most effective ways to teach personal finance. At UNest, we believe every family deserves to tell a story of financial empowerment.…

Continue ReadingStories Teach—and They Build Legacies
Read more about the article Financial Literacy Must Include Equality—UNest Can Help

Financial Literacy Must Include Equality—UNest Can Help

June 20, 2025 An insightful MSN article emphasizes the importance of teaching financial literacy with a lens on wealth inequality and access. It’s not just about personal responsibility—it’s about changing…

Continue ReadingFinancial Literacy Must Include Equality—UNest Can Help
Read more about the article What Juneteenth Teaches Us About Building Generational Wealth

What Juneteenth Teaches Us About Building Generational Wealth

🎉 On June 19, 1865, news of emancipation finally reached the last group of enslaved African Americans in Galveston, Texas—more than two years after the Emancipation Proclamation. Today, we recognize…

Continue ReadingWhat Juneteenth Teaches Us About Building Generational Wealth
Read more about the article Sleep Matters – So Does Financial Peace of Mind

Sleep Matters – So Does Financial Peace of Mind

Science Daily confirms what many parents know intuitively: kids who sleep longer do better on cognitive tests. But restful sleep often starts with less stress at home. At UNest, we…

Continue ReadingSleep Matters – So Does Financial Peace of Mind
Read more about the article Creativity Keeps Us Sharp—And So Does Financial Planning

Creativity Keeps Us Sharp—And So Does Financial Planning

June 17, 2025 Science Daily recently highlighted how creativity helps preserve cognitive function as we age. But creativity doesn’t stop at art or writing—it can apply to your finances, too.At…

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Read more about the article Raising Financially Responsible Kids in a Digital World

Raising Financially Responsible Kids in a Digital World

June 16, 2025 UNest not only makes investing tangible, it also integrates into the digital habits children are already developing. Use it to teach them about responsible spending and saving…

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Read more about the article Rising Consumer Confidence Is Great – But What About Personal Financial Confidence?

Rising Consumer Confidence Is Great – But What About Personal Financial Confidence?

True financial confidence doesn’t come from economic headlines—it comes from knowing your family’s future is protected. That’s where UNest’s smart automation and user-friendly interface shine. You don’t need to track…

Continue ReadingRising Consumer Confidence Is Great – But What About Personal Financial Confidence?
Read more about the article Every Champion Starts with a Plan—Support Their Dreams with UNest

Every Champion Starts with a Plan—Support Their Dreams with UNest

June 12, 2025 The beauty of UNest is that it scales with your family’s aspirations. Whether your child dreams of becoming a spelling bee champion, scientist, artist, or entrepreneur, having…

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Read more about the article Student Loan Backlog Highlights Why Saving Early Matters

Student Loan Backlog Highlights Why Saving Early Matters

June 11, 2025 This crisis illustrates how crucial it is to prepare early. Imagine your child entering adulthood with a financial head start instead of a student loan burden. With…

Continue ReadingStudent Loan Backlog Highlights Why Saving Early Matters
Read more about the article What the New Tax Bill Could Mean for Families—and How UNest Can Help

What the New Tax Bill Could Mean for Families—and How UNest Can Help

June 10, 2025 Tax reforms often spark uncertainty, especially for families navigating household budgets, childcare, and long-term savings goals. The recent U.S. News article breaks down how these changes might…

Continue ReadingWhat the New Tax Bill Could Mean for Families—and How UNest Can Help
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Recent Posts

  • Raising Future-Ready Kids in the Age of AI – Why Financial Flexibility Matters
    Raising Future-Ready Kids in the Age of AI – Why Financial Flexibility Matters
    November 3, 2025/
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  • Parents Are Saving for Their Kids – But Missing a Big Opportunity
    Parents Are Saving for Their Kids – But Missing a Big Opportunity
    October 31, 2025/
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  • The Soaring Cost of Child Care – and How to Prepare for Your Child’s Future
    The Soaring Cost of Child Care – and How to Prepare for Your Child’s Future
    October 30, 2025/
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  • A 15-minute plan to start your child’s investment account
    A 15-minute plan to start your child’s investment account
    October 28, 2025/
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  • Why $25 a Month Matters for Your Child’s Future
    Why $25 a Month Matters for Your Child’s Future
    October 22, 2025/
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All investing involves risk.

This website is operated by UNest Holdings, Inc. Investment advisory services are offered through UNest Advisers, LLC, an SEC-registered investment adviser. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC.

Client accounts are protected by the Securities Investor Protection Corporation (SIPC) for up to $500,000, which includes a $250,000 limit for cash. SIPC protection does not cover market losses. For details, please visit www.sipc.org. 

UNest does not provide investment advice on bank products or any investments that are guaranteed or insured by the FDIC or any other government agency. Investing involves risk, and investments may lose value. Please consider your investment objectives, risk tolerance, and UNest pricing before investing. Past performance does not guarantee or indicate future results.

Any investment projections, performance charts, or illustrative outcomes shown are hypothetical, for informational purposes only, and do not reflect actual investment results. They are not guarantees of future performance.

UNest does not provide tax advice. Please consult a qualified tax professional for such information. More information about UNest Advisers’ services is available in its ADV brochure and Customer Relationship Summary.

Testimonials, statements, and opinions presented on our website are applicable only to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, unpaid, and not given in exchange for products, services, or other benefits. Testimonials should not be considered a guarantee of future performance and do not reflect the experience of all clients.

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