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

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

Financially Well by

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

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

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

What To Do With an Inheritance Amid the “Great Millennial Wealth Transfer”

A financial windfall doesn’t free you from thoughtful financial decisions. So here’s how to prudently manage a small inheritance, such as a Vanguard inherited IRA.

May 15, 2022

Financial Planning

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