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Families of UNest

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 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…

Continue ReadingBest Holiday Gifts for Kids in 2022
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…

Continue ReadingBuying Crypto for Kids: A Parents’ Guide
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…

Continue Reading7 Ways to Save for College Tuition
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 6 Tips: Financial Wellness as the Ultimate Form of Self-Care this Valentine’s Day

6 Tips: Financial Wellness as the Ultimate Form of Self-Care this Valentine’s Day

You’ve probably already heard of the importance of self-care. But how do you take care of yourself? Do you swim? Breathe deeply? Practice yoga? Whatever the method, self-care can help…

Continue Reading6 Tips: Financial Wellness as the Ultimate Form of Self-Care this Valentine’s Day
Read more about the article 8 Reasons 2021 is the Year of Digital Gifts

8 Reasons 2021 is the Year of Digital Gifts

Thinking of skipping every other type of holiday shopping altogether and going right for digital gifts? It might not be your first instinct — they seem so impersonal, after all.…

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Read more about the article Best Holiday Gift Ideas for Kids in 2021

Best Holiday Gift Ideas for Kids in 2021

It's sometimes hard to shop for kids, particularly with the plethora of gift options available. Where do you start? Don't look any further than our guide (using Amazon) for a…

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Read more about the article Are You Missing Out on Common Tax Deductions and Tax Credits?

Are You Missing Out on Common Tax Deductions and Tax Credits?

Did you know that the average American shells out an average of $525,037 in taxes throughout the course of his or her life? It's a pretty steep amount, and almost…

Continue ReadingAre You Missing Out on Common Tax Deductions and Tax Credits?
Read more about the article Giving Tuesday is Coming Up: What Do You Plan to Give?

Giving Tuesday is Coming Up: What Do You Plan to Give?

This year, Giving Tuesday falls on Tuesday, November 30. Do you have it on your calendar already? Do you have your bank account plumped and primed to make room for…

Continue ReadingGiving Tuesday is Coming Up: What Do You Plan to Give?
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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/
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  • 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
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    How much to spend on a baby shower gift in 2023
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    7 Tips for Setting Financial Goals in the New Year
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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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