.Job: DirectorIndustry: Retail tradeAge: 33Location: NYC suburbsJoint wage: $382,994 Assets: HYSA: $50,000 401( k)/ INDIVIDUAL RETIREMENT ACCOUNT: $275,000 taxed financial investments: $55,000 worked out equity alternatives: $5,000 home market value: $900,000 (less $600,000 mortgage) vehicles: $20,000 529: $7,000. Personal debt: Mortgage: $600,000 private financings: $87,000 (very reduced interest rate considered home remodellings when money was cheap). Income amount (2x/month): $9,500 Pronouns: She/her.