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UTMA

Read more about the article Smart Tax Strategies for Growing Families

Smart Tax Strategies for Growing Families

đź’ˇ UTMA accounts offer a flexible, powerful way to invest in your child's future— but families should be mindful of the "kiddie tax." This federal tax rule limits how much…

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Read more about the article The Secret Steps to Financial Independence

The Secret Steps to Financial Independence

Financial independence isn’t just for adults—it’s a mindset to pass down. According to Investopedia, the key steps include investing consistently, avoiding debt, and planning for the long haul. At UNest,…

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Why Young Moms Need to Start Investing Now

Balancing motherhood and finances can be overwhelming—but early investing can transform your child’s future. Whether you're building an emergency fund, saving for college, or planning big milestones, the earlier you…

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5 Fun Facts About UNest That Make Saving for Your Child Easier

Did you know that with UNest you can start saving for your child’s future with just $4.99/month? Here are 5 things you might not know about our app: UNest uses…

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101 Investing Tips for Families Starting Their Financial Journey

Starting your investing journey can feel overwhelming—but it doesn’t have to be. Whether you’re planning for your child’s education, a first car, or long-term security, it all starts with the…

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Read more about the article Saving for college—when is the right time to start?

Saving for college—when is the right time to start?

When should parents start saving for college? Going to college is a significant milestone in a young person's life. It's an opportunity to learn new skills, meet new people, and…

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Read more about the article 3 advantages of using a UTMA account to quick-start your child’s future

3 advantages of using a UTMA account to quick-start your child’s future

3 Advantages of Using a UTMA Account.When it comes to saving for your child's future, there are a variety of options to choose from. Two popular choices are UTMA accounts…

Continue Reading3 advantages of using a UTMA account to quick-start your child’s future
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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
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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
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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
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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. 

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