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UTMA

Read more about the article Don’t Just Budget—Build a Better Future

Don’t Just Budget—Build a Better Future

July 16, 2025 Forbes reminds us that building generational wealth isn’t just about being rich—it’s about creating opportunities. And that starts with smart planning and small, consistent action.UNest was designed…

Continue ReadingDon’t Just Budget—Build a Better Future

How to Teach Your Child About Investing—with UNest by Your Side

July 8, 2025 Investing is one of the most powerful tools a child can learn about, especially when it’s introduced early and made relatable. That’s why UNest doesn’t just simplify…

Continue ReadingHow to Teach Your Child About Investing—with UNest by Your Side

Public Universities Shape Leaders—UNest Helps You Save for That Future

July 7, 2025 Education Next celebrates the crucial role public universities play in shaping America’s future leaders. These institutions are more than just places of learning—they’re launchpads for innovation, service,…

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Parenting Comes with Mental Load—Let UNest Lighten It

July 3, 2025 According to Parents Magazine, today’s caregivers are carrying a significant mental load: from scheduling doctor appointments to managing schoolwork, shopping lists, and everything in between. And financial…

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Celebrate Independence with UNest Rewards

July 4, 2025 This Fourth of July, Celebrate Financial Independence with UNest Rewards Independence Day is about more than fireworks and festivities—it’s a celebration of freedom. At UNest, we believe…

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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…

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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 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 From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy

From Classrooms to Living Rooms: Make Financial Literacy a Family Legacy

May 21, 2025 👏 Utah leads the nation in high school financial education, and the rest of the country should take note. But it’s not just about what students learn…

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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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Recent Posts

  • Small Steps, Big Impact—Why Early Financial Habits Matter
    Small Steps, Big Impact—Why Early Financial Habits Matter
    July 22, 2025/
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  • How Smart Parents Use Tech to Invest in Their Child’s Future
    How Smart Parents Use Tech to Invest in Their Child’s Future
    July 21, 2025/
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  • Planning Ahead for Big Dreams—One Step at a Time
    Planning Ahead for Big Dreams—One Step at a Time
    July 18, 2025/
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  • Raising Financially Confident Kids Starts with You
    Raising Financially Confident Kids Starts with You
    July 17, 2025/
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  • Don’t Just Budget—Build a Better Future
    Don’t Just Budget—Build a Better Future
    July 16, 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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