Category: Reader Case Studies

Melissa is a medical school student who lives with her husband Gabe in a small city in New England. They’d like our help planning for a future that’ll allow them to pursue their dream of living on a homestead while Melissa establishes her career as a physician and Gabe works remotely as a software engineer. Case Studies are financial (and life) dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then,...

Holly, her husband George, and their two young children live a very frugal life on George’s salary as an assistant coach of a college sports team. They dream of reaching financial independence and are wondering whether it’s possible for them and what they’d need to change about their lives in order to achieve it. Case Studies are financial (and life) dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then, Frugalwoods...

Caroline and her husband Rodrigo are living a rent-free life as house-sitters in the Southwestern United States. However, Rodrigo is from Argentina and the couple would love to live closer to his family–and perhaps run a hostel or bed and breakfast. Come offer your advice to help them along their journey! Case Studies are financial (and life) dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then, Frugalwoods nation (that’s you!),...

Katie and Arden live on beautiful Cape Cod in Massachusetts and have a passion for travel, spending time on the water, renovating their home, and enjoying life. Katie has Cystic Fibrosis and would like our advice on how to plan for retirement while still living it up with her husband, friends, and family in the near term. Case Studies are financial and life dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh...

Marie is an active, travel-loving grandmother of five who wants our help planning the remainder of her career and her retirement. We’re headed to North Carolina today to make sure Marie can meet her goals of financial security coupled with fun! Case Studies are financial and life dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then, Frugalwoods nation (that’s you!), reads through their situation and provides advice, encouragement, insight, and...

Naomi, her husband Jon, and their four children recently sold their home in an Atlanta suburb and moved to a new home, also in an Atlanta suburb. Case closed, right? Not quite! Hoping for a lower cost of living, a smaller home, proximity to grandparents, and more diversity, Naomi and Jon are grappling with the idea of moving again. Let’s help them iron this out in today’s Reader Case Study! Case Studies are financial and life...

Former travel writer Juliana and her husband Nicolas, formerly an ecotourism guide in Central America, now live in the suburbs of DC along with their baby daughter and Juliana’s parents. They’d like our help in charting the next chapter of their lives and figuring out how to balance debt repayment with building an emergency fund and investments. Case Studies are financial and life dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh...

Rose and David are expecting twins and, as a result, are questioning their long (and short!) term plans. Today we’re going to help them decide if one of them should quit their job in order to stay home with the kids AND whether or not they should sell their home and move. Read quickly, everybody! We have a lot to figure out before these two babies are born :)! Case Studies are financial and life...

Two animal lovers need our help this month! Harry and Sally (not their real names, but very cute!) are a young married couple living in Connecticut, along with their two dogs and two cats. They’re debating selling their home and carving out a simpler, happier life with a potentially gigantic career change. Case Studies are financial and life dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then, Frugalwoods nation (that’s...