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

What You Already Know About Your 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

Frameworks For Thinking About Money

Financially Well by

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

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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