Category: Reader Case Studies

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...

We’re scooting over to upstate New York in this month’s Reader Case Study to help Sue and Dan–a social worker and a professor of social work–get out of debt, save up an emergency fund, find a way to pay for home repairs, and save for their kids’ college expenses. 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...

We’re off to Nebraska in this month’s Reader Case Study to help Payton and Riley out with their deliberations over whether or not to buy a laundromat and a campground! 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 feedback in the comments section. For an example, check out last month’s case...

IT’S A DOG CIRCUS! I could not possibly be more excited about this month’s Case Study if I tried. We are headed under the big top to chat with Jana and Dextre, a married couple who run their very own circus along with their adorable rescue dogs!!!! Jana is a longtime Frugalwoods reader and she very sweetly mailed me a Christmas card last year featuring a photo of her family circus and I was in...

We’re headed to Arkansas in this month’s Reader Case Study for a discussion with Emily and John, a young couple with a two-year-old and two dogs. Unfortunately, it’s a cancer diagnosis that prompted Emily to request a Case Study, but I’m optimistic that the Frugalwoods community can offer this young couple support, advice, and insight. Case Studies are financial and life dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then,...