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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?…

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Read more about the article 7 Ways to Save for College Tuition

7 Ways to Save for College Tuition

This same question has occurred over and over for years for a countless number of families: As college costs continue to rise, how do you pay for it?At public four-year…

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Read more about the article ESG and Sustainability: What’s the Difference, Why Does it Matter (and How to Invest)?

ESG and Sustainability: What’s the Difference, Why Does it Matter (and How to Invest)?

Have you ever used the terms “sustainability” and “ESG investing” as if they’re one and the same? It’s okay — it’s common practice. However, the two concepts are different, but…

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Read more about the article Finance 101 for Kids: How to Teach Your Kids Great Money Habits

Finance 101 for Kids: How to Teach Your Kids Great Money Habits

Finance 101 for Kids: How to Teach Your Kids Great Money Habits You don’t want personal finance to become an afterthought — one of those things you “should have discussed”…

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Read more about the article April is Financial Literacy Month: Teach Your Kids Smart Money Habits

April is Financial Literacy Month: Teach Your Kids Smart Money Habits

April is Financial Literacy Month: Teach Your Kids Smart Money Habits Think back to your childhood years. What was your earliest money memory? Was it a recollection of listening to…

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Read more about the article Filing Taxes 2022: What You Need to Know About Handling Taxes this Year

Filing Taxes 2022: What You Need to Know About Handling Taxes this Year

Filing Taxes 2022: What You Need to Know About Handling Taxes this Year Tax preparation isn’t exactly the most exciting topic in the world, and it might even end up…

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Read more about the article Explaining The Crypto Greed and Fear Index

Explaining The Crypto Greed and Fear Index

The Crypto Greed and Fear Index, Explained Crypto investors, are you aware of the Crypto Fear and Greed Index? You might have also heard it called the “bitcoin fear and…

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Read more about the article How Old Do You Have to Be to Buy Cryptocurrency?

How Old Do You Have to Be to Buy Cryptocurrency?

If you're a high school student (or younger!) and you're interested in purchasing cryptocurrency, give yourself a pat on the back for exploring new ideas and developing an interest in…

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Read more about the article Crypto for Kids: Can Your Child Invest Now?

Crypto for Kids: Can Your Child Invest Now?

Why Crypto may be a Good Investment Over the Long-Term for Your Kids The best quote that sums it up came from MicroStrategy CEO Michael Saylor. “If you're going to…

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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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