.Occupation: DirectorIndustry: Retail tradeAge: 33Location: New York City suburbsJoint income: $382,994 Assets: HYSA: $50,000 401( k)/ INDIVIDUAL RETIREMENT ACCOUNT: $275,000 taxable expenditures: $55,000 worked out assets options: $5,000 home value: $900,000 (a lot less $600,000 home loan) cars and trucks: $20,000 529: $7,000. Debt: Home loan: $600,000 personal loans: $87,000 (quite low rate of interest taken for home improvements when cash was actually inexpensive). Income quantity (2x/month): $9,500 Pronouns: She/her.