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Financial Advisors

Read more about the article Solved: You Don’t Need to Be Rich to Invest

Solved: You Don’t Need to Be Rich to Invest

What do you feel when you learn about other families’ successful kids? Jealousy? Joy? Curiosity about how they accomplished it? Maybe a bit of everything? However you feel, you want…

Continue ReadingSolved: You Don’t Need to Be Rich to Invest
Read more about the article Fear of Investing

Fear of Investing

We know our kids can be scared of many things: the dark, monsters under the bed, creepy bugs or ghosts. Parents even know how to ease a kid’s fears, by…

Continue ReadingFear of Investing
Read more about the article Families of U-Nest: Darren, Lauren with William and Charlotte

Families of U-Nest: Darren, Lauren with William and Charlotte

1. How many kids do you have? How old are they? We have a 3 year old boy and a 3 month old girl. 2. What is your favorite family…

Continue ReadingFamilies of U-Nest: Darren, Lauren with William and Charlotte
Read more about the article NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

U-Nest finds 90 percent of parents believe they should pay for their children’s college education; offers three free months of 529 account management to help parents start saving Los Angeles,…

Continue ReadingNATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES
Read more about the article What legacy can parents with student loans leave to their kids (that isn’t more student loans)?

What legacy can parents with student loans leave to their kids (that isn’t more student loans)?

Most parents hope to create wealth to benefit their children. They dream of helping their children become successful, so they can pass prosperity on to the next generation, the grandkids,…

Continue ReadingWhat legacy can parents with student loans leave to their kids (that isn’t more student loans)?
Read more about the article Families of U-Nest: Olga with Alexa and Dasha

Families of U-Nest: Olga with Alexa and Dasha

How many kids do you have, and how old are they? I have two kids: identical twin girls. They are almost ten years old now. What is your favorite family…

Continue ReadingFamilies of U-Nest: Olga with Alexa and Dasha
Read more about the article The Plan to Save for Your Child’s Future

The Plan to Save for Your Child’s Future

The high school graduation clock starts counting down as soon as your child is born. The golden ticket that is a college degree can offer your child a bright future…

Continue ReadingThe Plan to Save for Your Child’s Future
Read more about the article Are You Hoping for a Scholarship or Financial Aid? Read This!

Are You Hoping for a Scholarship or Financial Aid? Read This!

Back in high school I had a lot of friends who I played baseball with, and many of them had dreams of pursuing the sport at the college level so they could eventually move on to the MLB. One friend in particular had offers from many schools, however the schools that offered him a spot on their teams did not offer a scholarship with the spot.

(more…)

Continue ReadingAre You Hoping for a Scholarship or Financial Aid? Read This!

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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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