Occupation: Director
Industry: Retail trade
Age: 33
Location: NYC suburbs
Joint salary: $382,994
Assets: HYSA: $50,000; 401(k)/IRA: $275,000; taxable investments: $55,000; exercised stock options: $5,000; home value: $900,000 (less $600,000 mortgage); cars: $20,000; 529: $7,000.
Debt: Mortgage: $600,000; personal loans: $87,000 (very low interest rate; taken for home renovations when cash was cheap).
Paycheck amount (2x/month): $9,500
Pronouns: She/her
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