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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 Raising Financially Responsible Kids in a Digital World

Raising Financially Responsible Kids in a Digital World

June 16, 2025 UNest not only makes investing tangible, it also integrates into the digital habits children are already developing. Use it to teach them about responsible spending and saving…

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Read more about the article Every Champion Starts with a Plan—Support Their Dreams with UNest

Every Champion Starts with a Plan—Support Their Dreams with UNest

June 12, 2025 The beauty of UNest is that it scales with your family’s aspirations. Whether your child dreams of becoming a spelling bee champion, scientist, artist, or entrepreneur, having…

Continue ReadingEvery Champion Starts with a Plan—Support Their Dreams with UNest
Read more about the article Student Loan Backlog Highlights Why Saving Early Matters

Student Loan Backlog Highlights Why Saving Early Matters

June 11, 2025 This crisis illustrates how crucial it is to prepare early. Imagine your child entering adulthood with a financial head start instead of a student loan burden. With…

Continue ReadingStudent Loan Backlog Highlights Why Saving Early Matters
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 For the Fathers Who Invest in Their Child’s Future

For the Fathers Who Invest in Their Child’s Future

June 09, 2025 Fatherhood is about more than being present—it's about showing up for the future. This Father’s Day, we’re celebrating the dads, grandfathers, and father figures who are investing…

Continue ReadingFor the Fathers Who Invest in Their Child’s Future
Read more about the article 5 Habits of Financially Confident Parents

5 Habits of Financially Confident Parents

June 05, 2025 Financial confidence isn’t about having all the answers—it’s about being proactive and intentional. Forbes outlines five key habits shared by financially confident parents: budgeting, goal setting, open…

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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

June 04, 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…

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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

June 03, 2025 More families are questioning the value of a traditional four-year college degree. As young people consider trade schools, entrepreneurship, or non-traditional paths, UTMA accounts stand out for…

Continue ReadingSaving Beyond College: Why UTMAs Offer More Flexibility Than 529s
Read more about the article Free Courses to Boost Your Resume and Financial Future

Free Courses to Boost Your Resume and Financial Future

May 28, 2025 In a world where knowledge and adaptability matter more than ever, free online education is one of the best investments you can make—for your career and your…

Continue ReadingFree Courses to Boost Your Resume and Financial Future
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Recent Posts

  • Saving Doesn’t Have to Be Stressful—It Can Be Automatic
    Saving Doesn’t Have to Be Stressful—It Can Be Automatic
    July 30, 2025/
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  • The Power of Consistency – A Secret to Financial Success
    The Power of Consistency – A Secret to Financial Success
    July 29, 2025/
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  • Every Dollar Earned Should Work for Your Child’s Future
    Every Dollar Earned Should Work for Your Child’s Future
    July 28, 2025/
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  • Honoring Every Parent—National Parents’ Day
    Honoring Every Parent—National Parents’ Day
    July 25, 2025/
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  • Lessons from Dad—Investing in the Future Starts at Home
    Lessons from Dad—Investing in the Future Starts at Home
    July 24, 2025/
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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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