Profession: Data analysis consultant
industry: software
age: 32
Place: DC-Maryland-Virginia (DMV)
salary: $215,000
assets: Emergency fund: $30,000; Retirement: $590,000; Short-term savings: $15,000; Home down payment: $80,000; Long-term savings/additional retirement: $325,000. I still have $50,000 in a taxable brokerage account that I’m waiting to transfer to a donor advised fund. I’m not sure yet which charity I’ll choose, or which year would be best for transferring it, but it would be great to have it earmarked and keep growing. My fiancé and I are getting married next year and we will share our financial situation after that. He makes a lot of money from his job (approximately $95,000 a year gross), but also has a lot of student loan debt, which we hope will be forgiven through the Public Service Loan Forgiveness Program.
debt: $0
Salary amount (2x/month): $5,034
synonym: she/her
