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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

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 The News Tribune,…

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

As highlighted in Bloomberg's recent article, the value of a traditional college degree is being questioned by more American families—particularly among young men. Rising tuition, growing student debt, and shifting…

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

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 it vital for…

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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
Breaking Down the New Family Tax Credits for 2026

Set Financial Goals That Stick

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 begin. In a…

Continue ReadingSet Financial Goals That Stick
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

👏 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 in school—it's…

Continue ReadingFrom Classrooms to Living Rooms: Make Financial Literacy a Family Legacy
Read more about the article Smart Saving in an Inflationary Economy

Smart Saving in an Inflationary Economy

📉 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, and tuition is…

Continue ReadingSmart Saving in an Inflationary Economy

Flexible Investment Accounts That Grow With Your Child

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 rigid 529 plans,…

Continue ReadingFlexible Investment Accounts That Grow With Your Child
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Recent Posts

  • Helping Kids Navigate an AI-Driven Future Starts Now
    Helping Kids Navigate an AI-Driven Future Starts Now
    November 26, 2025/
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  • The Rise of Early Financial Education
    The Rise of Early Financial Education
    November 24, 2025/
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  • Investing for Kids Builds Financial Independence
    Investing for Kids Builds Financial Independence
    November 19, 2025/
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  • Start Early – Why Investment Accounts for Kids Matter
    Start Early – Why Investment Accounts for Kids Matter
    November 17, 2025/
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  • Helping Your Child Buy a Home? Start Planning Early With a UTMA
    Helping Your Child Buy a Home? Start Planning Early With a UTMA
    November 16, 2025/
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All investing involves risk.

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.

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, please 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 qualified tax professional for such information. More information about UNest Advisers’ services is available in 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 not given in exchange for 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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