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UTMA

Read more about the article Overwhelmed by Finances? Start Small with UNest

Overwhelmed by Finances? Start Small with UNest

June 27, 2025 Feeling overwhelmed by financial stress is incredibly common, especially for families balancing multiple priorities. Yahoo Finance recently offered five key strategies for overcoming this sense of anxiety—and…

Continue ReadingOverwhelmed by Finances? Start Small with UNest
Read more about the article Success Stories Begin with Early Saving – Let UNest Be a Part of Your Success Story

Success Stories Begin with Early Saving – Let UNest Be a Part of Your Success Story

June 26, 2025 Forbes shares real stories of children who saved early and reaped the rewards later in life. These inspiring examples show that it’s never too soon to start…

Continue ReadingSuccess Stories Begin with Early Saving – Let UNest Be a Part of Your Success Story
Read more about the article Stretching Dollars, Growing Dreams

Stretching Dollars, Growing Dreams

June 24, 2025 MSN reminds us that even modest savings can have a big impact over time. Especially when money is tight, building small habits today can lead to big…

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Read more about the article Stories Teach—and They Build Legacies

Stories Teach—and They Build Legacies

June 23, 2025 Stanford research shows that storytelling is one of the most effective ways to teach personal finance. At UNest, we believe every family deserves to tell a story…

Continue ReadingStories Teach—and They Build Legacies
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 The Top Money Challenges for Millennials in 2025

The Top Money Challenges for Millennials in 2025

June 04, 2025 Millennials are facing new financial challenges in 2025, from high inflation and housing costs to student loan burdens. Business Insider outlines how this generation is navigating the…

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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 Financial Literacy Starts at Home: Researching Stocks with Your Kids

Financial Literacy Starts at Home: Researching Stocks with Your Kids

May 30, 2025 A new WSJ study shows that most retail investors skip doing research before buying stocks—a risky habit we can change at home. At UNest, we believe that…

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Read more about the article The Resurgence of Skilled Trades: Saving Early for Every Dream

The Resurgence of Skilled Trades: Saving Early for Every Dream

May 29, 2025 Skilled trades are making a comeback—and families are taking note. According to The Wall Street Journal, more high school students are exploring careers as electricians, plumbers, HVAC…

Continue ReadingThe Resurgence of Skilled Trades: Saving Early for Every Dream
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…

Continue Reading10 Money Rules to Thrive in a Contracting Economy
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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
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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
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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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