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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…

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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…

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Read more about the article UTMA Accounts Now Available in All 50 States

UTMA Accounts Now Available in All 50 States

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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…

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Read more about the article Signs of Financial Progress in 2025

Signs of Financial Progress in 2025

May 13, 2025 Families Are Cutting Back and Getting Ahead Encouraging news from Bank of America: Americans are reducing discretionary spending, lowering credit card balances, and showing stronger savings habits.…

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The Growing Importance of Financial Literacy in 2025

May 12, 2025 The Growing Importance of Financial Literacy and Why Financial Education Is a Family Priority Financial literacy has shifted from a nice-to-have to a must-have in 2025. According to Business…

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Financial Literacy Month – A Lifeline for Families

May 09, 2025 Investing in Knowledge: Why Financial Literacy Matters More Than Ever April was Financial Literacy Month, and the U.S. Treasury has reaffirmed its commitment to advancing financial education nationwide.…

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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…

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Financial Confidence in Uncertain Times

May 02, 2025 As consumer confidence wavers, financial stress is hitting households harder than ever. But even in uncertain times, families can take control of their financial future with a…

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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…

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Recent Posts

  • Why Financial Literacy Needs to Start at Home
    Why Financial Literacy Needs to Start at Home
    July 31, 2025/
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  • 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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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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