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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Financial Planning for Millennials?

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

Shadows or Spotlight

Money can tempt us to favor spotlight over shadows. But true wealth is often what you don’t see.

February 15, 2023

Values

Frameworks For Thinking About Money

Financially Well by

What Does the Future Look Like?

Why Millennials May Think About Money Differently Than Our Parents

But will we allow our values to drive our responses to the unique financial challenges that face Millennials specifically?

December 15, 2022

Values

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

How You Can Overcome a Hesitation to Use Your Savings

What reasons do you give for not spending from your savings more often, even on special, one-time experiences with family and friends?

November 15, 2022

Values

Spending money on ____ is worth every ______.

Are You Earning Enough Memories From Your Money?

The book Die With Zero says you should exchange more of your money for memories. Get “Financially Well,” the finance podcast for Millennials.

November 1, 2022

Values

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