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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Financial Planning for Millennials?

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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

Frameworks For Thinking About Money

Financially Well by

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

The 10 Best Financial Advisors in Washington, DC (2024 Update)

Your 2024 list of the 10 best independent financial advisors in Washington, DC

January 31, 2024

Financial Planning

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

Monet & the Reality of Luck

With money, as in art, focusing on what we can control may not be enough. We also need a little bit of luck along the way.

January 15, 2024

Financial Planning

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

Bluey & The Limits of Structure

Bluey disregarded the structure of children’s cartoons to fit the creator’s objectives. What if we took the same approach with our money?

December 1, 2023

Investing

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