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529 Plans

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…

Continue ReadingFear of Investing
Read more about the article Families of U-Nest: Tanya, Sam and Evelyne

Families of U-Nest: Tanya, Sam and Evelyne

How many kids do you have, and how old are they? We have a daughter who is 15 months old. What is your favorite family activity? We are an outdoor…

Continue ReadingFamilies of U-Nest: Tanya, Sam and Evelyne
Read more about the article A Mom’s Perspective: Saving for Your Kids’ Education Can Be Simple

A Mom’s Perspective: Saving for Your Kids’ Education Can Be Simple

How often do we ask ourselves why life can’t be easier? Modern life looks like a chaotic, frenzied spiral, where we constantly trying to balance the demands of raising children,…

Continue ReadingA Mom’s Perspective: Saving for Your Kids’ Education Can Be Simple
Read more about the article The Plan to Save for Your Child’s Future

The Plan to Save for Your Child’s Future

The high school graduation clock starts counting down as soon as your child is born. The golden ticket that is a college degree can offer your child a bright future…

Continue ReadingThe Plan to Save for Your Child’s Future
Read more about the article Are You Hoping for a Scholarship or Financial Aid? Read This!

Are You Hoping for a Scholarship or Financial Aid? Read This!

Back in high school I had a lot of friends who I played baseball with, and many of them had dreams of pursuing the sport at the college level so they could eventually move on to the MLB. One friend in particular had offers from many schools, however the schools that offered him a spot on their teams did not offer a scholarship with the spot.

(more…)

Continue ReadingAre You Hoping for a Scholarship or Financial Aid? Read This!
Read more about the article The Four College Saving Tips Parents Need to Know

The Four College Saving Tips Parents Need to Know

As the days get longer and the sun shines a bit brighter, many families are getting ready to travel, go on vacations or start their summer grilling. Across the country,…

Continue ReadingThe Four College Saving Tips Parents Need to Know
Read more about the article Why a 529 College Savings Plan is the Best Gift Grandparents Can Give

Why a 529 College Savings Plan is the Best Gift Grandparents Can Give

A lot of people swear by their grandma’s secret chocolate chip cookie recipe – flour, butter, sugar, chocolate chips, and love – those ingredients combined somehow make the best cookies…

Continue ReadingWhy a 529 College Savings Plan is the Best Gift Grandparents Can Give
Read more about the article How The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers

How The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers

While most families associate 529 plans with college or university, few know that they can now be used for K-12 private education. The new tax law passed by Congress last…

Continue ReadingHow The Recent Tax Reform Extended 529 Plans to Kindergartners and High Schoolers
Read more about the article The Top Five Myths of 529 Plans to Get You Ready for College

The Top Five Myths of 529 Plans to Get You Ready for College

Parents often have many questions about 529 Plans – what they are, how to use them, what their benefits are. We’ve covered all those topics in other posts here, but…

Continue ReadingThe Top Five Myths of 529 Plans to Get You Ready for College

Help Your Kids Achieve Their Dreams

Dear parents, can we all agree on one thing regarding our kids?

We want our kids to achieve all of their dreams, and with a little push – they will finally be able to do that!  (more…)

Continue ReadingHelp Your Kids Achieve Their Dreams
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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. 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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