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Read more about the article How to Track Your Spending (and Why It Is Important)
Cropped shot of an unrecognizable man using a credit card and a laptop to shop online at home

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…

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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…

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Read more about the article How to Explain Voting and the Election to Kids

How to Explain Voting and the Election to Kids

When kids see political ads or hear adults talk about the election, it’s natural for them to be a little curious. My own daughter just asked the other day, “Mom,…

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Read more about the article My Journey to Opening a UNest Account

My Journey to Opening a UNest Account

by Garrett Gilbertson A few years ago I did a self-audit where I consider the direction my life is going and what I needed to do to better align my…

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Read more about the article How to Help Your Kids Trick or Treat Safely

How to Help Your Kids Trick or Treat Safely

Never mind ghosts and goblins — there’s a more insidious character lurking the streets. Yes, the novel coronavirus pandemic is on everyone’s mind, including during Halloween. And when infectious disease…

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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.…

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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

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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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