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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…

Continue ReadingWhen Budgeting Gets Personal—Tips for Building a Financial Safety Net
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 Financial Freedom Doesn’t Require Perfection—Just Progress

Financial Freedom Doesn’t Require Perfection—Just Progress

July 11, 2025 Financial freedom doesn’t require hitting the lottery or becoming a financial wizard—it starts with small, steady habits that build over time. As MSN recently reported, modest savings—even…

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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
Read more about the article Financial Power for Women Starts at Home

Financial Power for Women Starts at Home

June 30, 2025 The Detroit News article outlines actionable strategies for women to strengthen their financial position—highlighting the role women play not just in managing household budgets, but in building…

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Recent Posts

  • Saving Doesn’t Have to Be Stressful—It Can Be Automatic
    Saving Doesn’t Have to Be Stressful—It Can Be Automatic
    July 30, 2025/
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  • The Power of Consistency – A Secret to Financial Success
    The Power of Consistency – A Secret to Financial Success
    July 29, 2025/
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  • Every Dollar Earned Should Work for Your Child’s Future
    Every Dollar Earned Should Work for Your Child’s Future
    July 28, 2025/
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  • Honoring Every Parent—National Parents’ Day
    Honoring Every Parent—National Parents’ Day
    July 25, 2025/
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  • Lessons from Dad—Investing in the Future Starts at Home
    Lessons from Dad—Investing in the Future Starts at Home
    July 24, 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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