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 Risk of Sunlight & Tax Breaks

Tax-advantaged accounts offer clear benefits. But you may need to lock up that money until you’re much older. Is that risk worth it?

September 27, 2024

Investing

Frameworks For Thinking About Money

Financially Well by

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

Turning Stillness Into Better Investment Decisions

With less doing and more thinking, we can set ourselves up for better, more consistent financial decisions in the future.

August 15, 2024

Investing

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

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 29, 2024

Investing

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 21, 2024

Investing

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