Profession: Clinical trial senior manager
industry: drug
age: 31
Place: Boston, Massachusetts
salary: $175,000 + annual bonus ($36,000 this year) for a total income of $211,000. Wife’s salary: $120,000 + 7% year-end bonus.
assets: Checking: $20,000 for individual and joint accounts; High-yield savings: $85,000 for individual and joint accounts, $75,000 for wife’s account; Investments: $30,000; 401(k): $160,000; Wife’s 401(k): $210,000; 529: $4,282; Car: $22,000; Home Equity: $159,770. We use a “your, mine, our” system for our finances. We both put the same percentage of our salary into our joint account (70%) and the rest (30%) into our individual accounts. This way, we have some money of our own for gifts and personal purchases like clothes, hanging out with friends, etc.
debt: Mortgage: $382,730
Salary amount (biweekly): $3,870; Wife’s salary: $2,700.
synonym: she/her
