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Read more about the article Christmas Financial Survival Guide
christmas gift at home

Christmas Financial Survival Guide

As the holidays are upon us, you may find yourself struggling to keep your head above water financially. It can seem as if the list of purchases never ends, from…

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Read more about the article Is It Worth Saving Up For Your Kid To Get A Finance Degree?

Is It Worth Saving Up For Your Kid To Get A Finance Degree?

Is It Worth Saving Up For Your Kid To Get A Finance Degree? One thing’s for sure, technology makes our lives easier. Yet in today’s age of automation, one drawback…

Continue ReadingIs It Worth Saving Up For Your Kid To Get A Finance Degree?
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 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…

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Read more about the article Good to Know

Good to Know

As parents, we want the best for our children. A good education is the key to their success.

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Read more about the article Time Can be Your Friend

Time Can be Your Friend

People live by the calendar and operate by the clock. When you are late turning in your papers, your grade gets lowered. When you don’t pay your bills, you get…

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Read more about the article Solved: You Don’t Need to Be Rich to Invest

Solved: You Don’t Need to Be Rich to Invest

What do you feel when you learn about other families’ successful kids? Jealousy? Joy? Curiosity about how they accomplished it? Maybe a bit of everything? However you feel, you want…

Continue ReadingSolved: You Don’t Need to Be Rich to Invest
Read more about the article Fear of Investing

Fear of Investing

We know our kids can be scared of many things: the dark, monsters under the bed, creepy bugs or ghosts. Parents even know how to ease a kid’s fears, by…

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Read more about the article Families of U-Nest: Darren, Lauren with William and Charlotte

Families of U-Nest: Darren, Lauren with William and Charlotte

1. How many kids do you have? How old are they? We have a 3 year old boy and a 3 month old girl. 2. What is your favorite family…

Continue ReadingFamilies of U-Nest: Darren, Lauren with William and Charlotte
Read more about the article NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

NATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES

U-Nest finds 90 percent of parents believe they should pay for their children’s college education; offers three free months of 529 account management to help parents start saving Los Angeles,…

Continue ReadingNATIONAL 529 DAY: FEE-FREE COLLEGE SAVINGS FOR FAMILIES
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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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