Category: Reader Case Studies

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Reader Case Study: Debtors Anonymous Helped This Wildlife Biologist Recover From Compulsive Spending

Veronica is a wildlife biologist for the state of North Carolina, where she lives on a farm with her two dogs, Porter and Stout. Veronica’s mother recently passed away and she is set to receive an inheritance from her mother’s estate. Veronica would like our help discerning how she should manage this inheritance, particularly in light of the fact that she’s participating in the twelve-step Debtors Anonymous program as well as receiving treatment for PTSD....

185

Reader Case Study: Community College Teachers Dream Of Real Estate and Rural Living (oh and they’re having another baby soon!)

Ann and Leo are both tenured community college English teachers in Seattle, WA. They have a three-year-old daughter, a baby due in March, and an adorable Corgi keeping them busy. While Ann and Leo appreciate the life they’ve created, they feel they’re at a turning point and want our help determining what’s possible, and prudent, given their financial situation. Case Studies address financial and life dilemmas that readers of Frugalwoods send to me requesting advice....

376

Reader Case Study: Questioning The Financial Future With A Partner In Debt

Olivia recently bought her first home in the DC metro area and she loves her neighborhood and bike commute to her job at a nearby university. However, her boyfriend was fired from his medical residency program last spring and she’s trying to help him figure out his next steps while weighing her own financial goals. Olivia has requested our help in sorting through the complications that have recently arisen in her life. Advertiser Disclosure: Frugalwoods...

142

Reader Case Study: Should We Buy An Optometry Practice?

Sarah and Jonathan are thinking about buying and running an optometry practice together–she the optometrist, he the office manager. But can they make it work financially and for their two young kids? 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...

135

Reader Case Study: Family of Four Plans a Move from Oregon to Japan

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...

127

Reader Case Study: A Baby, A Freelancer, And A Marketing Manager

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...

148

Reader Case Study: Grandparents In Michigan Contemplate Moving

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...

90

Reader Case Study: Artfully Building a Solid Financial Future in Southern Maine

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,...

119

Reader Case Study: Medical Student and Software Engineer Dream of a Homestead

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,...

195

Reader Case Study: More Frugal Than The Frugalwoods

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...