Occupation: Program Manager
Industry: Education Nonprofit
Age: 34
Location: Tacoma, WA
Salary: $75,000
Net Worth: ~$324,900 ($5,500 in checking, $8,000 in HYSA, $19,000 in Roth IRA, $131,000 in 403(b), $32,000 in Wealthfront, $9,000 current car value, $370,000 current house value, minus mortgage debt.)
Debt: $249,600 (mortgage)
Paycheck Amount (biweekly): $2,100 after 6% 403(b) contribution and health/dental premiums
Pronouns: She/her
Industry: Education Nonprofit
Age: 34
Location: Tacoma, WA
Salary: $75,000
Net Worth: ~$324,900 ($5,500 in checking, $8,000 in HYSA, $19,000 in Roth IRA, $131,000 in 403(b), $32,000 in Wealthfront, $9,000 current car value, $370,000 current house value, minus mortgage debt.)
Debt: $249,600 (mortgage)
Paycheck Amount (biweekly): $2,100 after 6% 403(b) contribution and health/dental premiums
Pronouns: She/her
Monthly Expenses
Mortgage: $1,490
Utilities (Electric, Water, Trash, and Gas): $170
Car Insurance: $75
Car Payment: $0 (I paid cash for a used car)
Cell Phone: $40, but reimbursed by my employer
Internet: $45
Spotify/Hulu: $11
Donations: $100 (recipient varies by month, usually local education or environment.)
Roth IRA: $500
Wealthfront Contribution: $300
403b Contribution: 6% of salary (company matches 5%)
Annual Expenses
HBO Max/Netflix: $120, I split with my mother and a friend
Local Newspaper: $75, I split with a friend
