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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Turning a Loss Into a Gain

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

Frameworks For Thinking About Money

Financially Well by

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

What You Know About Your Future 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

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

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

Embracing a Third Place

Financial flexibility can be more important than a tax break. But we’ve lost touch with how to create that structure

May 15, 2023

Investing

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