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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…

Continue ReadingThe Top Money Challenges for Millennials in 2025
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 As highlighted in Bloomberg's recent article, the value of a traditional college degree is being questioned by more American families—particularly among young men. Rising tuition, growing student…

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
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

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
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Recent Posts

  • Money talk with your partner: 10-minute plan
    October 2, 2025/
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  • What Can a UTMA Actually Pay For?
    October 1, 2025/
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  • “Buy Now, Pay Later” is moving into groceries and bills—here’s why that’s risky
    September 29, 2025/
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  • Why UTMA Accounts Make Sense for Helping Grown Children (Not Just for College)
    September 24, 2025/
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  • Why the Rising Cost of College Makes Flexible Savings Smarter Than Ever
    September 22, 2025/
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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.

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