Financially Well

What You Know About Your Future Retirement

Mar 31, 2024

Our retirement feels so far in the future.

Yet, our retirement finances aren’t a complete unknown. Even at young ages, we have data that can increase the chances we succeed.

Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, talks about how, in most cases, we can withdraw 4% of our...

No One Taught You to Use an HSA

Feb 28, 2024

You’re probably not making the most of your health savings account (HSA). Most likely, no one taught you that your approach is too narrow.

Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains the benefits of an HSA. But he also shares how, almost like breathing, HSAs demand...

Monet & the Reality of Luck

Jan 15, 2024

Amid unfavorable circumstances, Claude Monet focused on what he could control. He and his Impressionist peers launched an independent, competing art exhibition that drew attention to their work.

But Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains that Monet also got a...

Bluey & The Limits of Structure

Dec 1, 2023

Joe Brumm knew his approach to children's television didn't conform to conventional ideas. But he didn't care. He created the show Bluey to meet his own desired outcomes.

Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, discusses what we might learn from Joe Brumm and Bluey. The biggest...

Artificial Financial Decisions

Nov 1, 2023

It’s hard for anyone to figure out how and when we should actually use the money we’ve saved.

Kevin Mahoney, CFP®, who specializes in financial planning for Millennials, explains how we can stick to our preferences. Even when short-term trends and distracting technology compete for our attention.

Welcome to...