Category: Reader Case Studies

Helen and Earl want to move to Japan! They currently live in Portland, Oregon with their two daughters and are planning to make the leap overseas in the spring of 2021. Helen would like our help thinking through the process of moving and wants to check her financial projections with us. Read my disclosures here. Case Studies are financial (and life) dilemmas that a reader of Frugalwoods sends to me requesting that Frugalwoods nation weigh in. Then, Frugalwoods nation...

Mary and John live in a coastal town in northern Massachusetts with their one-year-old daughter. Mary wants a more flexible career that would allow her to spend more time with their daughter. John recently transitioned to freelancing and the couple is trying to figure out how to account for his variable income. Additionally, they’d love to get out of the one-bedroom apartment they rent and into their own home. Read my disclosures here. Case Studies are financial...

Debbie and her husband Dan have been married for 32 years and are planning for retirement. At this point, they’re trying to decide if they should sell their current home. The pros and cons look equally matched, so let’s help them out with this choice today! 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...

Lynn is an art teacher in southern Maine, where she lives with her husband Lucas, a carpenter, and their ten-year-old son. Lynn loves teaching art but loves creating art even more and would like to have more flexibility and balance in her life. 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,...

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...