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Read more about the article 10 Ways to Save Money for College Tuition

10 Ways to Save Money for College Tuition

When it comes time for your child to attend college, you want to ensure there are sufficient funds saved for them to do so. While saving for college takes a…

Continue Reading10 Ways to Save Money for College Tuition
Read more about the article Starting a College Fund for Babies

Starting a College Fund for Babies

Let’s be honest. The cost of college continues to rise every year. So it’s a good idea to start saving for your child’s college education as soon as they’re born.…

Continue ReadingStarting a College Fund for Babies
Read more about the article 5 Benefits of an Investment Account For Your Kids

5 Benefits of an Investment Account For Your Kids

When we started UNest, our goal was simple: provide financial planning and services to families looking for ways to start saving for their children's education. With this goal in mind,…

Continue Reading5 Benefits of an Investment Account For Your Kids
Read more about the article Why Dollar-Cost Averaging is Key During Uncertain Times

Why Dollar-Cost Averaging is Key During Uncertain Times

Why Dollar-Cost Averaging is Key During Uncertain Times Since the creation of the stock market, one question has plagued investors. How do I ensure I'm not buying into the market…

Continue ReadingWhy Dollar-Cost Averaging is Key During Uncertain Times
Read more about the article How to Stay Sane During Market Volatility

How to Stay Sane During Market Volatility

Is the stock market going to crash? Are we heading for a recession? Should I start saving more for my children or get life insurance? How long until the stock…

Continue ReadingHow to Stay Sane During Market Volatility
Read more about the article Garrett’s Story: Saving for College as a Single Dad

Garrett’s Story: Saving for College as a Single Dad

As a 34-year-old single dad to an amazing and sometimes challenging 6-year old little girl, I’ve spent a lot of time thinking about my daughter’s future and ensuring she is…

Continue ReadingGarrett’s Story: Saving for College as a Single Dad
Read more about the article How to Start Saving for a College Savings Account

How to Start Saving for a College Savings Account

While higher education may still feel far off for your little one, getting a head start on setting up a college savings account for your child is one of the…

Continue ReadingHow to Start Saving for a College Savings Account
Read more about the article Coverdell ESA vs 529 Plan: Which One to Choose?

Coverdell ESA vs 529 Plan: Which One to Choose?

For parents looking to invest in their children’s future by getting a jump-start today on saving for college expenses, there are two primary college savings plans you should get familiar…

Continue ReadingCoverdell ESA vs 529 Plan: Which One to Choose?
Read more about the article 6 Steps to Opening a 529 College Savings Plan

6 Steps to Opening a 529 College Savings Plan

As tuition for college continues to rise—while financial aid fails to keep up—you may be wondering how you can save.Setting up a 529 college fund can help families save big…

Continue Reading6 Steps to Opening a 529 College Savings Plan
Read more about the article REAL PEOPLE ASKING QUESTIONS

REAL PEOPLE ASKING QUESTIONS

Q. Who else is scared AF about paying your kids’ tuition? A. "Yep! College tuition rates have been increasing by almost 6% year after year, and this pace is not…

Continue ReadingREAL PEOPLE ASKING QUESTIONS
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Recent Posts

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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.

Any and all offers related to cryptocurrency are made by UNest Crypto, LLC. This is not an offer to buy or sell any securities or invest in any particular strategy. This offer is not affiliated with UNest Advisors, LLC or UNest Securities, LLC. Cryptocurrencies are not stocks and your cryptocurrency investments are not protected by either FDIC or SIPC insurance. Crypto Investing involves significant risk, including but not limited to market swings or flash crashes. Cryptocurrency markets and exchanges are not regulated with the same controls and protections as equity trading. UNest Crypto accounts are not UTMA/UGMA’s. They are individual brokerage accounts in your name and are treated as such for tax reporting and legal purposes. Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. Testimonials, statements, and opinions presented on our website are applicable to the individuals depicted. Results will vary and may not be representative of the experience of others. The testimonials are voluntarily provided, are not paid, nor were they provided with free products, services, or any benefits in exchange for their statements. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success.

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