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UTMA

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…

Continue ReadingIndependence Isn’t Just for the 4th—It’s for Your Family’s Financial Future
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…

Continue ReadingFinancial Freedom Doesn’t Require Perfection—Just Progress
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…

Continue ReadingMaximize Your Tax Savings with These Family-Friendly Strategies
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…

Continue ReadingAI Is Changing Education—Are You Planning for That Future?

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…

Continue ReadingParenting Comes with Mental Load—Let UNest Lighten It

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

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 Financial Power for Women Starts at Home
A Closer Look at ‘Vibes Spending’ and Emotional Budgeting

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…

Continue ReadingFinancial Power for Women Starts at Home
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…

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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
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Recent Posts

  • Where Do Kids Learn About Money – And Why Parents Should Pay Attention
    Where Do Kids Learn About Money – And Why Parents Should Pay Attention
    December 24, 2025/
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  • What’s Ahead for K-12 Education in 2026 – And Why Parents Should Plan for the Unexpected
    What’s Ahead for K-12 Education in 2026 – And Why Parents Should Plan for the Unexpected
    December 22, 2025/
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  • Why In-School Banking Is a Powerful Step – but Not the Whole Solution
    Why In-School Banking Is a Powerful Step – but Not the Whole Solution
    December 19, 2025/
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  • The Cost of Raising a Child Is Climbing – How Early Saving Can Make a Difference
    December 17, 2025/
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  • The Rise of 401(k) Millionaires Shows Why Starting Early Matters for Every Family
    The Rise of 401(k) Millionaires Shows Why Starting Early Matters for Every Family
    December 15, 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.

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