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UTMA

Read more about the article The Secret Steps to Financial Independence

The Secret Steps to Financial Independence

May 05, 2025 Financial independence isn’t just for adults—it’s a mindset to pass down. According to Investopedia, the key steps include investing consistently, avoiding debt, and planning for the long…

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Why Young Moms Need to Start Investing Now

April 30, 2025 Balancing motherhood and finances can be overwhelming—but early investing can transform your child’s future. Whether you're building an emergency fund, saving for college, or planning big milestones,…

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5 Fun Facts About UNest That Make Saving for Your Child Easier

April 28, 2025 Did you know that with UNest you can start saving for your child’s future with just $4.99/month? Here are 5 things you might not know about our app: 1.…

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101 Investing Tips for Families Starting Their Financial Journey

April 24, 2025 Starting your investing journey can feel overwhelming—but it doesn’t have to be. Whether you’re planning for your child’s education, a first car, or long-term security, it all…

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Read more about the article Saving for college—when is the right time to start?

Saving for college—when is the right time to start?

When should parents start saving for college? Going to college is a significant milestone in a young person's life. It's an opportunity to learn new skills, meet new people, and…

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Read more about the article 3 advantages of using a UTMA account to quick-start your child’s future

3 advantages of using a UTMA account to quick-start your child’s future

3 Advantages of Using a UTMA Account.When it comes to saving for your child's future, there are a variety of options to choose from. Two popular choices are UTMA accounts…

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Recent Posts

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    Signs of Financial Progress in 2025
    May 13, 2025/
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  • The Growing Importance of Financial Literacy in 2025
    May 12, 2025/
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  • Financial Literacy Month – A Lifeline for Families
    May 9, 2025/
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  • Protecting Your Child’s Education Amid Budget Cuts
    Protecting Your Child’s Education Amid Budget Cuts
    May 8, 2025/
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  • Flexible Investment Accounts That Grow With Your Child
    May 6, 2025/
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All investing involves risk.

This website is operated by UNest Holdings, Inc. Investment advisory services offered by 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 FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see SIPC.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information. You can review more information about UNest Advisers’ services on its ADV brochure and Customer Relationship Summary.

Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

UNest is not a bank. Certain UNest Gifting Program services are offered through Synapse Financial Technologies, Inc. and its affiliates (collectively, “Synapse”). Synapse is not a bank and is not affiliated with UNest. Brokerage accounts and cash management programs for the UNest Gifting Program are provided through Synapse Brokerage LLC (“Synapse Brokerage”), an SEC-registered broker-dealer and member of FINRA and SIPC. Additional information about Synapse Brokerage can be found on FINRA’s BrokerCheck. See Synapse Terms of Service, Privacy Policy, and the applicable disclosures and agreements available in Synapse’s Disclosure Library for more information. The Partner Financial Institution(s) participating in a Synapse cash management program can be found in the List of Program Banks.

Any and all offers related to cryptocurrency are made by UNest Crypto, LLC. This is not an offer to buy or sell any securities or invest in any particular strategy. This offer is not affiliated with UNest Advisors, LLC or UNest Securities, LLC. Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings or flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading. UNest Crypto accounts are not UTMA/UGMA’s. They are individual brokerage accounts in your name and are treated as such for tax reporting and legal purposes. Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others.

Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

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