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

Why an HSA Is Worth It for Many Millennials

HSAs are one of the best investment accounts. Why aren’t more Milllennials taking advantage?

November 15, 2021

Investing

Frameworks For Thinking About Money

Financially Well by

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

Automate Your Finances to Limit Financial Mistakes

Fewer decisions may lead to fewer financial mistakes. Automate your finances as a starting point.

September 1, 2021

Goals

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

Why Our 2021 New Year’s Resolutions Should Start Now

How will we respond when the calendar says ‘January 1’ and we don’t feel any optimism or motivation to work on our financial goals?

October 7, 2020

Goals

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