Once a month, I share with more than 1,000 Millennials a free newsletter highlighting the best tips about money I've read.

Hi, I'm Kevin.

Once a month, I share with 904 other Millennials a brief newsletter highlighting the best tips about money I've read.

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Financially Well by

Personal finance should feel simpler, less daunting, and more accessible when you need to make decisions for your family. My writing here offers frameworks for how you can move closer to this rewarding reality. 

Hi, I'm Kevin! I write about frameworks that Millennials can use to think differently about personal finance. I would love for you to feel confident about how you spend and save your money.

Why is this important to me?

 In my work as a financial advisor in Washington, DC, Millennials like you regularly ask for more practical, empathetic info about investing. I designed Financially Well to address this need.

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Searching for the Horizon

When our own bodies lie to us about money, we must use our personal values as our “artificial horizon instrument”

November 1, 2025

Financial Psychology

Frameworks For Thinking About Money

Financially Well by

A Millennial couple holds hands while standing next to a pair of baby shoes

3 Steps Millennials with Variable Income Can Take to Invest Consistently

A specific process for when you receive a bonus or atypical paycheck can help you to invest more consistently. Get Financially Well, the finance podcast for Millennials

April 1, 2025

Income

A Millennial couple holds hands while standing next to a pair of baby shoes

Financial Fears and Other History

What do these three anecdotes about U.S. history mean for our current economic and personal financial fears?

March 1, 2025

Financial Psychology

A Millennial couple holds hands while standing next to a pair of baby shoes

It’s Not Too Late for a Roth Account

You may regret a few of your past financial choices. But it’s rarely too late to change your retirement setup, starting with a Roth conversion

February 20, 2025

Investing

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