Occupation: Financial associate
Industry: Healthcare
Age: 28
Location: Chicago, IL
Salary: $114,000 (my husband M.’s salary is $155,000).
Assets: Checking/savings: $23,100; brokerage accounts: $282,900; retirement accounts: $177,000.
M.’s assets: Cash: $7,745; investment account: $2,450; retirement account: $80,400; home equity: $406,000 ($780,000 minus $374,000 in remaining mortgage); car value: $33,000.
Debt: $0
Paycheck amount (biweekly): $2,630
Pronouns: She/her
Industry: Healthcare
Age: 28
Location: Chicago, IL
Salary: $114,000 (my husband M.’s salary is $155,000).
Assets: Checking/savings: $23,100; brokerage accounts: $282,900; retirement accounts: $177,000.
M.’s assets: Cash: $7,745; investment account: $2,450; retirement account: $80,400; home equity: $406,000 ($780,000 minus $374,000 in remaining mortgage); car value: $33,000.
Debt: $0
Paycheck amount (biweekly): $2,630
Pronouns: She/her
Monthly Expenses
