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Read more about the article 7 baby shower cake ideas that are sure to steal the show

7 baby shower cake ideas that are sure to steal the show

Unique Baby Shower Cake Ideas and Designs Congratulations on having a sweet reason to have a party! A new baby is a great reason to celebrate, so if you’re looking…

Continue Reading7 baby shower cake ideas that are sure to steal the show
Read more about the article Saving for college—when is the right time to start?

Saving for college—when is the right time to start?

When should parents start saving for college? Going to college is a significant milestone in a young person's life. It's an opportunity to learn new skills, meet new people, and…

Continue ReadingSaving for college—when is the right time to start?
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…

Continue Reading3 advantages of using a UTMA account to quick-start your child’s future
Read more about the article How much to spend on a baby shower gift in 2023

How much to spend on a baby shower gift in 2023

You’re over the moon for the mom-to-be and you want to give her the perfect gift for her bundle of joy. Luckily, that’s what a baby shower is for —…

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Read more about the article 7 Tips for Setting Financial Goals in the New Year

7 Tips for Setting Financial Goals in the New Year

New Year’s resolution ideas are plentiful during the holiday season. Sometimes getting your financial house in order gets lost amid the social media and commercial plague urging consumers to better…

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Read more about the article Christmas Financial Survival Guide
christmas gift at home

Christmas Financial Survival Guide

As the holidays are upon us, you may find yourself struggling to keep your head above water financially. It can seem as if the list of purchases never ends, from…

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Read more about the article Best Holiday Gifts for Kids in 2022

Best Holiday Gifts for Kids in 2022

If you're still on the hunt for holiday gifts for kids, we've got some goodies you can pop into your shopping cart. UNest's list includes popular, more practical gifts that…

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Read more about the article Is It Worth Saving Up For Your Kid To Get A Finance Degree?

Is It Worth Saving Up For Your Kid To Get A Finance Degree?

Is It Worth Saving Up For Your Kid To Get A Finance Degree? One thing’s for sure, technology makes our lives easier. Yet in today’s age of automation, one drawback…

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Read more about the article Buying Crypto for Kids: A Parents’ Guide

Buying Crypto for Kids: A Parents’ Guide

You may have already heard about Bitcoin (BTC), Ethereum (ETH), Dogecoin (DOGE) and hundreds of other types of crypto investing options. Due to the wide variety of options available to…

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Read more about the article 7 Wealth Management Strategies to Create Your Financial Future

7 Wealth Management Strategies to Create Your Financial Future

As an investor, you may have a lot of questions about the best wealth management strategies available to you. But how do you choose the best way to build wealth?…

Continue Reading7 Wealth Management Strategies to Create Your Financial Future
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Recent Posts

  • 7 baby shower cake ideas that are sure to steal the show
    7 baby shower cake ideas that are sure to steal the show
    February 22, 2023/
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  • Saving for college—when is the right time to start?
    Saving for college—when is the right time to start?
    February 22, 2023/
    0 Comments
  • 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
    February 22, 2023/
    0 Comments
  • How much to spend on a baby shower gift in 2023
    How much to spend on a baby shower gift in 2023
    January 30, 2023/
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  • 7 Tips for Setting Financial Goals in the New Year
    7 Tips for Setting Financial Goals in the New Year
    January 3, 2023/
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This website is operated by UNest Advisers, LLC., an SEC Registered Investment Advisor. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information. To understand Calculation Methodology, refer to the Disclosure about College Savings Calculator. You can review more information about our services at the UNest ADV brochure and Customer Relationship Summary.

The savings calculation is based on the following assumptions. You contribute $250 every month to the account for 18 years. The account earns an annual return of 8%. The traditional advisor charges a 1% annual advisory fee, and the investment fund has a 0.45% expense ratio. UNest charges a $4.99 monthly membership fee which includes advisory services, and the investment funds have an average expense ratio of 0.07% annually. Additional details on the calculation can be made available upon request. The actual costs of working with a specific financial advisor may be different than this assumption. There is no guarantee of returns, and you may lose money, including the principal amount you invest.

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