Once a month, I share with 904 other Millennials a brief 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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Financial Planning for Millennials?

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Access (to a Mega Backdoor Roth) Matters

Compelling options to save for retirement, including the mega backdoor Roth exist. But only if you have access.

July 31, 2024

Investing

Frameworks For Thinking About Money

Financially Well by

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

When Your Investments Let You Down

We have choices after an investment setback. That may include tax-loss harvesting, which can help us salvage tax savings from the frustration.

June 30, 2024

Investing

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

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

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

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