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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It’s Not Too Late for a Roth Account

You may regret a few of your past financial choices. But it’s rarely too late to change your retirement setup, starting with a Roth conversion

February 20, 2025

Investing

Frameworks For Thinking About Money

Financially Well by

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The Price You Pay for Financial Complexity

Sports gambling companies rely on complexity to make money. But complexity also exists in personal finance.

January 16, 2025

Financial Literacy

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How to Win the Investing Game

When you invest in index funds, you’re not here for entertainment. You’re just playing to win the game through the smartest route possible.

December 12, 2024

Investing

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

Opt for the Difficult Estate Plan

Do you still need to draft estate planning documents for your family? Your best path likely involves delicate, but inimitable, decisions.

November 15, 2024

Financial Planning

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