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UTMA

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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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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Read more about the article Tax Refund? Put It to Work for Your Child’s Future

Tax Refund? Put It to Work for Your Child’s Future

April 29, 2025 Tax season isn’t just about getting a refund—it’s about making that refund work for you. Instead of spending your return on short-term purchases, consider turning it into…

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5 Fun Facts About UNest That Make Saving for Your Child Easier

April 28, 2025 Did you know that with UNest you can start saving for your child’s future with just $4.99/month? Here are 5 things you might not know about our app: 1.…

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101 Investing Tips for Families Starting Their Financial Journey

April 24, 2025 Starting your investing journey can feel overwhelming—but it doesn’t have to be. Whether you’re planning for your child’s education, a first car, or long-term security, it all…

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Read more about the article 3 advantages of using a UTMA account to quick-start your child’s future

3 advantages of using a UTMA account to quick-start your child’s future

3 Advantages of Using a UTMA Account.When it comes to saving for your child's future, there are a variety of options to choose from. Two popular choices are UTMA accounts…

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Recent Posts

  • Teen Investing Starts with Parents
    Teen Investing Starts with Parents
    July 23, 2025/
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  • 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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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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