Occupation: Digital marketing manager
Industry: Financial services
Age: 29
Location: Philadelphia, PA
Salary: $90,000
Assets: Bank account: $3,100; RSUs: $1,580; HSA: $14,750; Roth IRA: $20,195; 401(k): $46,000; HYSA: $13,200
Debt: $7,000 remaining to pay off car (borrowed from family to avoid leasing).
Paycheck Amount (2x/month): $2,200
Pronouns: She/her
Industry: Financial services
Age: 29
Location: Philadelphia, PA
Salary: $90,000
Assets: Bank account: $3,100; RSUs: $1,580; HSA: $14,750; Roth IRA: $20,195; 401(k): $46,000; HYSA: $13,200
Debt: $7,000 remaining to pay off car (borrowed from family to avoid leasing).
Paycheck Amount (2x/month): $2,200
Pronouns: She/her
Monthly Expenses
Monthly Housing Costs: Rent: $1,865 (one-bedroom apartment by myself)
Monthly Loan Payments: $0
All Other Monthly Expenses:
Utilities: $120
Internet: $35
HBO Max: $16.95
NYT: $6
Car Insurance: $0 (I’ve already paid $714 in full for the next six months.)
Phone: $0 (My brother and I split the family plan so I paid my half of $475 for the year.)