Occupation: Marketing Manager
Industry: Tech
Age: 25
Location: Hartford, CT
Salary: $102,000
Net Worth: $99,300 ($2,300 in checking, $28,800 in savings, $34,100 in investment accounts, $20,600 in Roth IRA, $13,500 in my 401(k). I live with my partner and we split all expenses 50/50.)
Debt: $4,500 student debt (if I get approved for loan forgiveness, this will be completely forgiven)
Paycheck Amount (biweekly): $2,737
Pronouns: She/her
Industry: Tech
Age: 25
Location: Hartford, CT
Salary: $102,000
Net Worth: $99,300 ($2,300 in checking, $28,800 in savings, $34,100 in investment accounts, $20,600 in Roth IRA, $13,500 in my 401(k). I live with my partner and we split all expenses 50/50.)
Debt: $4,500 student debt (if I get approved for loan forgiveness, this will be completely forgiven)
Paycheck Amount (biweekly): $2,737
Pronouns: She/her
Monthly Expenses
Rent: $1,100 (my half of the rent I split with my partner for our one-bedroom rental. We were actually able to afford a two-bedroom and strongly considered it but decided to make the short-term sacrifice for long-term gain and savings.)
Utilities: $100
Gas: $20 to my partner (I rely on my partner and his car to get us around for errands and entertainment. I help by sending him money for gas monthly.)
Cell Phone: $30 to my family for my portion
Internet: covered by my company
Yoga Classes: $50 covered by my company’s monthly benefit reimbursement
Hulu, Netflix, Peacock, Paramount, HBOMax, Disney: $0 (shared accounts with my partner’s family)
401(k): 8% of my salary, 5% match covered by my employer