Once a month, I share with more than 1,000 Millennials a free 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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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

Frameworks For Thinking About Money

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Will a Home Bias in Investing Limit Your Potential Wealth?

Our preferences for things with which we’re familiar creates a home bias when we invest our savings

October 1, 2022

Investing

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