Each month, I share a free newsletter about money with 904 other Millennial parents. We talk about how to turn your money into memories with your family. 

Hi, I'm Kevin.

Hi, I'm Kevin. I write a free newsletter about money for 904 other Millennial parents. We talk about how to turn your money into memories.

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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. The articles that I'm sharing here offer 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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The Power of a Roth IRA For Your Child

Did you know that you can open a Roth IRA for a child who earns money? Not only will she learn about investing, she’ll experience compounding

May 30, 2024

Financial Planning

Frameworks For Thinking About Money

Financially Well by

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

An Alternative To Saving More Money

You might love to save more money. But you also can work 6-12 more months before you retire, the equivalent of saving 1% more over 30 years.

April 28, 2024

Financial Planning

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

What You Know About Your Future Retirement

Preparations for our future retirement feel like a leap into the unknown. But we actually have data that can increase the odds of success.

March 31, 2024

Investing

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

No One Taught You to Use an HSA

You’re probably not making the most of your health savings account (HSA). Most likely, no one taught you that your approach is too narrow.

February 28, 2024

Tax Strategies

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