Occupation: Data analytics consultant
Industry: Software
Age: 32
Location: DC-Maryland-Virginia (DMV)
Salary: $215,000
Assets: Emergency fund: $30,000; retirement: $590,000; short-term savings: $15,000; house down payment: $80,000; long-term savings/additional retirement money: $325,000. I also have $50,000 in a taxable brokerage account that I’m waiting to move over to a donor-advised fund. I’m not yet sure what charities I’ll choose or what year will make the most sense to transfer it, but it’s great to have it earmarked and growing. My fiancé and I will be getting married this coming year, after which we’ll share our finances. He earns good money through his job (~$95,000 annually, gross) but also has significant student loan debt that we’re hoping will be forgiven through the public service loan forgiveness program.
Debt: $0
Paycheck amount (2x/month): $5,034
Pronouns: She/her
