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College Savings

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 —…

Continue ReadingHow much to spend on a baby shower gift in 2023
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…

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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”…

Continue ReadingFinance 101 for Kids: How to Teach Your Kids Great Money Habits
Read more about the article How to Track Your Spending (and Why It Is Important)
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How to Track Your Spending (and Why It Is Important)

Ready to start this year with a fresh financial start? Of course you are! ’Tis the season to review, refresh and improve what you can. Why not start with your…

Continue ReadingHow to Track Your Spending (and Why It Is Important)
Read more about the article Contributing More to Your Employer’s Retirement Plan
Asian couple talking about buying a new house.

Contributing More to Your Employer’s Retirement Plan

Contributing money to your employer’s retirement plan is a strategic long-term plan to support yourself in your golden years. What should you do if you want to up the ante…

Continue ReadingContributing More to Your Employer’s Retirement Plan
Read more about the article How to Build an Emergency Fund

How to Build an Emergency Fund

You may intuitively know you need an emergency fund, but what’s the best way to scrape up the money to get one going? And where should you put the money…

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Read more about the article Gifting for Families this Holiday Season

Gifting for Families this Holiday Season

‘Tis the year for online shopping. Or maybe you’re ready to don your mask and brave the mall crowd. This has been a hard year for many families — and…

Continue ReadingGifting for Families this Holiday Season
Read more about the article Fun Things to Do with Kids this Thanksgiving

Fun Things to Do with Kids this Thanksgiving

This Thanksgiving might look a bit different than last year’s. Whether you’ve opted to keep the numbers low and limit your Thanksgiving celebration to close friends or family and forgo…

Continue ReadingFun Things to Do with Kids this Thanksgiving
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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.

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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