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Read more about the article Planning Ahead for Big Dreams—One Step at a Time

Planning Ahead for Big Dreams—One Step at a Time

July 18, 2025 According to Business Insider, starting early is one of the most powerful tools parents have when building wealth for their children’s future. The sooner you begin investing,…

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Read more about the article Raising Financially Confident Kids Starts with You

Raising Financially Confident Kids Starts with You

July 17, 2025 CNBC recently highlighted a critical life skill that parents should prioritize from an early age—teaching kids about money. Financial literacy isn’t just a school subject or a…

Continue ReadingRaising Financially Confident Kids Starts with You
Read more about the article Don’t Just Budget—Build a Better Future

Don’t Just Budget—Build a Better Future

July 16, 2025 Forbes reminds us that building generational wealth isn’t just about being rich—it’s about creating opportunities. And that starts with smart planning and small, consistent action.UNest was designed…

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Read more about the article When Budgeting Gets Personal—Tips for Building a Financial Safety Net

When Budgeting Gets Personal—Tips for Building a Financial Safety Net

July 15, 2025 According to The News Tribune, families across the U.S. are struggling to save for life’s big milestones—college, buying a home, or preparing for retirement. And it’s no…

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Read more about the article Independence Isn’t Just for the 4th—It’s for Your Family’s Financial Future

Independence Isn’t Just for the 4th—It’s for Your Family’s Financial Future

July 14, 2025 Every July 4th, we celebrate independence. But beyond fireworks and festivities lies a deeper goal—financial independence—for ourselves and our children.As MarketWatch recently explored, financial independence doesn’t require…

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Read more about the article Maximize Your Tax Savings with These Family-Friendly Strategies

Maximize Your Tax Savings with These Family-Friendly Strategies

July 10, 2025 When you're raising a family, every dollar matters—and tax time is no exception. According to a Kiplinger article on family tax breaks, many parents are missing out…

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Read more about the article AI Is Changing Education—Are You Planning for That Future?

AI Is Changing Education—Are You Planning for That Future?

July 09, 2025 According to Science Daily, artificial intelligence is rapidly reshaping how students learn. Personalized instruction, data-driven insights, and adaptive curriculums are no longer futuristic—they’re today’s reality.With all this…

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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 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
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Recent Posts

  • Why UTMA Accounts Make Sense for Helping Grown Children (Not Just for College)
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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.

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