How old are you?
67
Where do you live? City and State (or Country if outside the U.S.)
Winchester, VA
Do you like where you currently live? Why or why not?
I am not thrilled with where I live, it’s too country for me.
Do you have any hobbies? What are they?
I like kyaking, wineries, reading, walking, bowling
What is your highest level of education?
High school
Are you currently employed?
Yes
What is your current occupation?
Records Analyst
Do you like your current occupation / job? Why or why not?
Yes love it! I get to work from home and the job is easy going
What is your yearly salary (or approximate yearly compensation)? Feel free to include any bonuses or other compensation perks you may receive this year.
50,000
Have you ever been promoted at work? What position(s) were you promoted to?
Yes from office worker to manager
What is your relationship status?
Single
What is your *monthly* rent / mortgage for your household?
1,800.00
Do you have any children / dependents? If yes, how many?
2 daughters that are grown
Do you have any pets? If yes, what kind?
1 cat
About how much do you spend on groceries *each week*?
50.00
Are you debt free?
No
What kinds of debt do you have?
Car payment
Credit card
How much *cash* savings do you have currently?
$1,000 – $5,000
Are you currently investing/saving for your retirement?
Yes
About how much money do you have invested/saved for retirement? Are you satisfied with this number?
86,000 I will be using some of that for my new 55+ community I am moving to
What’s been your favorite purchase this year?
my new condo
What’s one piece of advice you’d give to your younger self?
Save more money and don’t use credit cards as much
What current goals do you have? (ex. Health goals, Fitness, Money, Career, Travel, etc.)
travel, save more money, walk more
What are you currently struggling with, if anything?
losing weight
What makes you imperfect?
I have credit card debt. I am paying it down and hope to in 2 months
It’s Personal is an anonymous blog series about the personal lives and finances of women.
