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Savings

Parenting Comes with Mental Load—Let UNest Lighten It

July 3, 2025 According to Parents Magazine, today’s caregivers are carrying a significant mental load: from scheduling doctor appointments to managing schoolwork, shopping lists, and everything in between. And financial…

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Celebrate Independence with UNest Rewards

July 4, 2025 This Fourth of July, Celebrate Financial Independence with UNest Rewards Independence Day is about more than fireworks and festivities—it’s a celebration of freedom. At UNest, we believe…

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Read more about the article 6 Ways to Reduce Costs in 2025—And One That Builds the Future

6 Ways to Reduce Costs in 2025—And One That Builds the Future

July 01, 2025 Families everywhere are feeling the pinch, and NetMums’ article on saving cash in 2025 provides valuable everyday tips. Whether it's meal planning, buying secondhand, or canceling unused…

Continue Reading6 Ways to Reduce Costs in 2025—And One That Builds the Future
Read more about the article Saving Beyond College: Why UTMAs Offer More Flexibility Than 529s

Saving Beyond College: Why UTMAs Offer More Flexibility Than 529s

June 03, 2025 As highlighted in Bloomberg's recent article, the value of a traditional college degree is being questioned by more American families—particularly among young men. Rising tuition, growing student…

Continue ReadingSaving Beyond College: Why UTMAs Offer More Flexibility Than 529s
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Recent Posts

  • Job worries are rising – here’s what to do for your kids
    Job worries are rising – here’s what to do for your kids
    October 13, 2025/
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  • Gas Down Slightly? Redirect the Savings to Your Grandkids
    October 10, 2025/
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  • Credit Card Use Is Down. Use That Space to Fund Your Kid’s Future
    October 8, 2025/
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  • Boomers over-gift; here’s a smarter way
    October 6, 2025/
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  • Money talk with your partner: 10-minute plan
    October 2, 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.

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