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UTMA account

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…

Continue ReadingThe Secret Steps to Financial Independence
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…

Continue Reading3 advantages of using a UTMA account to quick-start your child’s future
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Recent Posts

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  • Investing for Your Teenager is the Ultimate Long-Term Gift
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  • What Net Worth by State Really Tells Us—and Why It Shouldn’t Define Your Family’s Financial Future
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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.

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