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UTMA

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…

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Read more about the article Stretching Dollars, Growing Dreams

Stretching Dollars, Growing Dreams

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 opportunities tomorrow. UNest…

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Read more about the article Stories Teach—and They Build Legacies
Early Financial Lessons Shape a Lifetime of Impact

Stories Teach—and They Build Legacies

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 of financial empowerment.…

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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…

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Read more about the article The Top Money Challenges for Millennials in 2025

The Top Money Challenges for Millennials in 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 squeeze while trying…

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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

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
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Recent Posts

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  • The Power of Dollar Cost Averaging: Why Consistency Wins in the Long Run
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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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