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UTMA account

Read more about the article Budgeting for Big Goals Starts with Small Steps

Budgeting for Big Goals Starts with Small Steps

July 02, 2025 Many families today are finding it difficult to budget for big life milestones—like purchasing a home, funding a child’s education, or simply achieving financial freedom. According to…

Continue ReadingBudgeting for Big Goals Starts with Small Steps
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
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 More families are questioning the value of a traditional four-year college degree. As young people consider trade schools, entrepreneurship, or non-traditional paths, UTMA accounts stand out for…

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

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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…

Continue ReadingFlexible Investment Accounts That Grow With Your Child
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Recent Posts

  • Teen Investing Starts with Parents
    Teen Investing Starts with Parents
    July 23, 2025/
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  • Small Steps, Big Impact—Why Early Financial Habits Matter
    Small Steps, Big Impact—Why Early Financial Habits Matter
    July 22, 2025/
    0 Comments
  • How Smart Parents Use Tech to Invest in Their Child’s Future
    How Smart Parents Use Tech to Invest in Their Child’s Future
    July 21, 2025/
    0 Comments
  • Planning Ahead for Big Dreams—One Step at a Time
    Planning Ahead for Big Dreams—One Step at a Time
    July 18, 2025/
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  • Raising Financially Confident Kids Starts with You
    Raising Financially Confident Kids Starts with You
    July 17, 2025/
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All investing involves risk.

This website is operated by UNest Holdings, Inc. Investment advisory services are 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 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, 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 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 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 were not given in exchange for free 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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