Skip to content
UNestUNest
  • Home
  • About
    • Our Mission
    • Team
    • Press
    • Contact Us
  • Pricing
  • Protect
  • Rewards
  • Learn
    • Blog
    • FAQ
  • Home
  • About
    • Our Mission
    • Team
    • Press
    • Contact Us
  • Pricing
  • Protect
  • Rewards
  • Learn
    • Blog
    • FAQ

FinancialWellness

Read more about the article Creativity Keeps Us Sharp—And So Does Financial Planning

Creativity Keeps Us Sharp—And So Does Financial Planning

June 17, 2025 Science Daily recently highlighted how creativity helps preserve cognitive function as we age. But creativity doesn’t stop at art or writing—it can apply to your finances, too.…

Continue ReadingCreativity Keeps Us Sharp—And So Does Financial Planning
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 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
Read more about the article UTMA Accounts Now Available in All 50 States

UTMA Accounts Now Available in All 50 States

Continue ReadingUTMA Accounts Now Available in All 50 States
Read more about the article Smart Tax Strategies for Growing Families

Smart Tax Strategies for Growing Families

May 15, 2025 💡 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…

Continue ReadingSmart Tax Strategies for Growing Families
Read more about the article Protecting Your Child’s Education Amid Budget Cuts

Protecting Your Child’s Education Amid Budget Cuts

May 08, 2025 Empowering Families Through Education Planning With federal education funding under pressure, many parents are asking a critical question: What can we do to protect our children’s futures? Senator Elizabeth…

Continue ReadingProtecting Your Child’s Education Amid Budget Cuts
Read more about the article Turn Everyday Spending Into Future Savings with UNest

Turn Everyday Spending Into Future Savings with UNest

May 1, 2025 With UNest Rewards, you can earn while you shop. Purchases from top retailers via the UNest App turn into contributions for your child’s UNest account. It’s a simple…

Continue ReadingTurn Everyday Spending Into Future Savings with UNest

Recent Posts

  • How Much to Save for College at Every Age: UNest Helps Parents Hit the Benchmarks
    How Much to Save for College at Every Age: UNest Helps Parents Hit the Benchmarks
    August 22, 2025/
    0 Comments
  • Postpartum Sleep Deprivation: Why New Moms Struggle With Rest (and How UNest Helps)
    Postpartum Sleep Deprivation: Why New Moms Struggle With Rest (and How UNest Helps)
    August 21, 2025/
    0 Comments
  • Do You Really Understand Money? Take the Quiz
    Do You Really Understand Money? Take the Quiz
    August 20, 2025/
    0 Comments
  • Financial Literacy Scores Stuck at 49%: How Families Can Break the Cycle
    Financial Literacy Scores Stuck at 49%: How Families Can Break the Cycle
    August 19, 2025/
    0 Comments
  • Global Wealth Gap Explained: How Families Can Protect Their Future
    Global Wealth Gap Explained: How Families Can Protect Their Future
    August 19, 2025/
    0 Comments

Blog Categories

  • 529 Plan
  • 529 Plan
  • College
  • College
  • College Savings
  • College Tuition
  • Education
  • ESG
  • ETFs
  • Families of U-Nest
  • Families of UNest
  • Financial Literacy
  • Gifting
  • Parenting
  • Product
  • Promotions
  • Rewards
  • Savings
  • Taxes
  • Technology
  • U-Nest
  • Uncategorized
  • UNest
  • UTMA
  • UTMA account

Get the app

App Store
Play Store

Product

FAQ

Who we are

About Us
Team
Blog
Press
Become an Affiliate

Legal

Disclosures
Privacy Policy
Legal

Follow us

Facebook
X
Instagram
LinkedIn

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.

© 2018-2025 UNest Holdings, Inc. All rights reserved.