Skip to content

Home
About
- Our Mission
- Team
- Press
Learn
Partners
Pricing
Gifting
- Gifter Login
- Send a Gift

Home
About
- Our Mission
- Team
- Press
Learn
Partners
Pricing
Gifting
- Gifter Login
- Send a Gift

It’s Almost ‘529 Day,’ and States Say Don’t Forget This College Savings Gift

It’s Almost ‘529 Day,’ and States Say Don’t Forget This College Savings Gift

Recent Posts

Buying Crypto for Kids: A Parents’ Guide

July 6, 2022/

0 Comments
7 Wealth Management Strategies to Create Your Financial Future

July 6, 2022/

0 Comments
7 Ways to Save for College Tuition

July 6, 2022/

0 Comments
ESG and Sustainability: What’s the Difference, Why Does it Matter (and How to Invest)?

July 6, 2022/

0 Comments
Finance 101 for Kids: How to Teach Your Kids Great Money Habits

July 6, 2022/

0 Comments

Blog Categories

529 Plan
529 Plan
College
College
College Savings
College Tuition
crypto
Education
ESG
Families of U-Nest
Families of UNest
Parenting
Product
Promotions
Taxes
U-Nest
Uncategorized
UNest

Get the app

Product

Financial Learning
College Calculator
Get a Gift
Pricing
FAQ

Menu

Financial Learning
College Calculator
Get a Gift
Pricing
FAQ

Who we are

About Us
Partners
Blog
Team
Press

Menu

About Us
Partners
Blog
Team
Press

Legal

Disclosures
Privacy Policy

Menu

Disclosures
Privacy Policy

Follow us

Facebook
Twitter
Instagram
Linkedin

Menu

Facebook
Twitter
Instagram
Linkedin

All investing involves risk.

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. See UNest Brochure for additional information about risks. Please review the program description here.

The savings calculation is based on the following assumptions: 1) A contribution of $250 every month to the investment account for 18 years. 2) A hypothetical annual investment return of 8%. 3) Dividends are reinvested and no withdrawals are made from the account. A word about fees: The traditional advisor charges a 1% annual advisory fee and the investment fund has a 1.5% annual fee (source: SmartAsset.com). UNest charges a $2.99 monthly advisory fee and other operational fees as outlined in the UNest Program Agreement. 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 invested.

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.

© 2018-2022 UNest Advisers, LLC. All rights reserved.