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UTMA account

Read more about the article 10 Money Rules to Thrive in a Contracting Economy

10 Money Rules to Thrive in a Contracting Economy

May 27, 2025 In today’s uncertain economy, smart financial habits are more important than ever. According to MarketWatch, 2025 is shaping up to be a year of economic contraction, making…

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Read more about the article UTMA Accounts Now Available in All 50 States

UTMA Accounts Now Available in All 50 States

Continue ReadingUTMA Accounts Now Available in All 50 States
Read more about the article Set Financial Goals That Stick

Set Financial Goals That Stick

May 22, 2025 Clarity Is the First Step to Confidence🎯 Setting clear financial goals is one of the most important steps in achieving long-term success—and it’s never too early to…

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Read more about the article From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy

From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy

May 21, 2025 👏 Utah leads the nation in high school financial education, and the rest of the country should take note. But it’s not just about what students learn…

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Read more about the article Smart Saving in an Inflationary Economy

Smart Saving in an Inflationary Economy

May 20, 2025 📉 Inflation continues to top the list of financial concerns for American families. While it may no longer dominate the headlines, its impact on grocery bills, rent,…

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Flexible Investment Accounts That Grow With Your Child

May 06, 2025 Your child’s future is full of possibilities—and UNest is here for all of them. Our flexible custodial accounts are ideal for everything from college to entrepreneurship. Unlike…

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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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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

  • Free Courses to Boost Your Resume and Financial Future
    Free Courses to Boost Your Resume and Financial Future
    May 28, 2025/
    0 Comments
  • 10 Money Rules to Thrive in a Contracting Economy
    10 Money Rules to Thrive in a Contracting Economy
    May 27, 2025/
    0 Comments
  • UTMA Accounts Now Available in All 50 States
    UTMA Accounts Now Available in All 50 States
    May 23, 2025/
    0 Comments
  • Set Financial Goals That Stick
    Set Financial Goals That Stick
    May 22, 2025/
    0 Comments
  • From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy
    From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy
    May 21, 2025/
    0 Comments

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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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