admin Industry: Insurance
Age: 39
Location: Chicago, IL
Salary: $194,942 plus bonus which has ranged from $60,000-$150,000 over the past three years, depending on our results.
Net Worth: $827,135 (checking: $9,718, savings: $60,015, HSA: $107, RSUs: $69,152; 401(k): $154,025, brokerage account: $77,196, IRA: $317,729, employee stock: $13,693, home value: $550,000 minus debt).
Debt: Mortgage: $424,500. Technically, I also have $6,180 on my credit card but I pay it off every month so don’t consider it debt.
Paycheck Amount (biweekly): $4,472
Pronouns: She/her
Monthly Expenses
Mortgage: $1,850 (this drops every month by like a dollar since I have an interest-only loan, but pay towards the principal every month).
Additional Mortgage Principal: $500
HOA: $892.11 (includes wi-fi).
Electric: $43
Cell Phone: $40 (I pay $90 to our family plan but my company reimburses me $50).
Gas: $80
Netflix: $17 (my sister pays for Hulu and we get Max for free from our cell phone company).
Pilates Membership: $109
Gym Membership: $235
Compost Pickup: $30
Health/Dental Insurance/HSA/LTD: $231
401(k): $1,875
Annual Expenses
Instacart+: $99
Amazon: $139
Lyft Pink: $200 (includes a Divvy Bikes membership and Grubhub+).
Peacock: $20 (I got a deal so I signed up. I will probably not continue this but will sign up for Apple TV to catch up on those shows).
