
Occupation: Director of Operations
Industry: Hospitality
Age: 29
Location: Houston, TX
Salary: $120,000
Net Worth: $364,000 (Roth IRA: $49,000, Individual Fidelity Account: $27,000, HYSA: $32,000, Vanguard: $7,000, checking accounts: $10,000, I bond: $10,000, Savings Bonds: $4,000, House: $600,000 (minus $150,000 mortgage, divided by 2). My partner, G., and I live/own our home together but keep all of our finances separately.
Debt: $150,000 mortgage (we split this, so I owe $75,000)
Paycheck Amount (biweekly): $3,350
Pronouns: She/her
Industry: Hospitality
Age: 29
Location: Houston, TX
Salary: $120,000
Net Worth: $364,000 (Roth IRA: $49,000, Individual Fidelity Account: $27,000, HYSA: $32,000, Vanguard: $7,000, checking accounts: $10,000, I bond: $10,000, Savings Bonds: $4,000, House: $600,000 (minus $150,000 mortgage, divided by 2). My partner, G., and I live/own our home together but keep all of our finances separately.
Debt: $150,000 mortgage (we split this, so I owe $75,000)
Paycheck Amount (biweekly): $3,350
Pronouns: She/her
Monthly Expenses
Mortgage/House Expenses: $1,800 (My portion of all house-related payments (mortgage, taxes, utilities, wifi, etc.).
Loans: $0 (I paid off my student loans ($30,000) when I turned 25. I drive my fiancé’s dad’s old car.)
ClassPass: $78
Spotify: $10.81
Apple One: $32 (my mom uses all the perks of this too.)
Peacock: $4
NYT Cooking/News: $4 (my first year ends next month and this will increase to $15/month.)
Streaming Services: paid by family or partner.
Phone Bill: Paid by mom (in exchange for my Apple subscription.)
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