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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Do Millennials Need to Worry About a Retirement Magic Number Yet?

A specific retirement magic number doesn’t work for Millennials’ timelines, priorities, or financial realities

December 1, 2022

Retirement

Frameworks For Thinking About Money

Financially Well by

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

Will Money Management in Retirement Be Easier Than You’ve Heard?

If you prepare for money management in retirement using the “4% Rule, you’re not likely to run out of money. Get Financially Well, the finance podcast for Millennials

August 15, 2022

Retirement

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

How to Make Your Money Work For You If You’re a Millennial

The sooner you figure out how to make your money work for you, the less savings you’ll need to contribute over time

August 15, 2021

Retirement

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