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529

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 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
Read more about the article 529 – The Three Numbers Parents Need to Know for College

529 – The Three Numbers Parents Need to Know for College

Sending children to college can be one of the most rewarding experiences of a parent’s life. The excitement of watching your son or daughter start a new journey, coupled with the promise of all the wonderful things they’re going to learn can bring immense joy. Knowing that the next few years will be a transformative experience, parents try to prepare for the road ahead as best they can. But let’s face it, the prospect can be a bit overwhelming. The cost of college has been rising steadily for decades.  This is why parents need to know about the 529 plan!

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Continue Reading529 – The Three Numbers Parents Need to Know for College

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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. 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.

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