Occupation: In-house attorney
Industry: Technology
Age: 37
Location: Cincinnati
Salary: $200,000 plus $75,000 bonus. My husband, S., makes $100,000. We share all finances.
Assets: $193,000 in savings (HYS account and regular savings accounts); $9,600 in checking accounts; $610,000 total retirement savings (401(k)s, IRAs); $7,000 in 529s; $339,000 in investment accounts; $35,000 other (CD, Series I bond, etc.); around $300,000 equity in home; around $20,000 equity in two cars; $25,000 in vested stock.
Debt: $75,000 remaining on mortgage.
Paycheck amount (2x/month): $5,214; S.’ paycheck is $2,539.
Pronouns: She/her