• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Flatbush NY, USD. • If you have children, what are their ages? Give a comma separated list: none • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: no • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? moved to the US around 2 years ago with 0 in bank account ( money was saved in shekels to pay mortgage there) • Total Pre-Tax Household Income: 210000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 60k • If you answered the previous question, describe their career (if they work), education level, and years of experience. behavior specialist, no degree, isralei pre-college course. 8 yrs experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 150000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. computer programmer, bsc, 5 yrs experience • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Not Sure

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Baltimore MD • If you have children, what are their ages? Give a comma separated list: 9m,1,3,4 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 300000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 300000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Engineer. Bachelors of Science. 12 YOE. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 0 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Chief Operational Office for our primary residence • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 50000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 37000 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Baltimore MD, USD • If you have children, what are their ages? Give a comma separated list: • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: $4,500-$20,000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 237000 • Annual Tzedaka: 2500 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 237000 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Lakewood, nj USD • If you have children, what are their ages? Give a comma separated list: 1 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: No • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 110000-120000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 110000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software engineer, 6yrs • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 15000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? us midwest • If you have children, what are their ages? Give a comma separated list: 6 ranging from 16 - 2 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: no • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? spending more than I'm earning • Total Pre-Tax Household Income: 250k ish • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 150k ish • If you answered the previous question, describe their career (if they work), education level, and years of experience. software • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 100k ish • If you answered the previous question, describe their career (if they work), education level, and years of experience. employed by public school system • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Brooklyn, NY, USD • If you have children, what are their ages? Give a comma separated list: 1 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 153000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 153000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. software developer • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 0 • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 18000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Baltimore, MD • If you have children, what are their ages? Give a comma separated list: 13,11,9,7,5 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 300000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 100000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. property management • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 200000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. software engineer • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Maryland, USA / USDF • If you have children, what are their ages? Give a comma separated list: 18, 17, 13, 11 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: One child is special needs and needs extra therapy + tutoring • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? ex-Kollel, started off with only the mother working, both spouses work now in corporate envs • Total Pre-Tax Household Income: 720,000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 550,000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. IT - self taught + MS from a regular college via a dual yeshiva program • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. IT - self taught + BS from a dual seminary program; switched from a non-frum workplace after 20 years of working at a school • How far behind are you on all of your bills in total? • Annual Tzedaka: 40000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? New York • If you have children, what are their ages? Give a comma separated list: 6, 2 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? HCOL area, finding it difficult to save, but hardly in debt. • Total Pre-Tax Household Income: 210000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 185000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. 7 years in tech, self-taught • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? • Annual Tzedaka: 12001 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 2000 • Type of Life Insurance: Whole

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Far Rockaway, NY USA (USD) • If you have children, what are their ages? Give a comma separated list: 2,4 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? Pretty good. Married for 6 years. I am husband sole provider. My wife is finishing OT school. I have an IRA with max yearly contributions. Still renting. Recently started putting $500 a month in HYSA for a house. I could have a been in a little better position if I would have been a little more educated about finances when I first got married. I blew through about $25,000 of savings from spending and bad crypto investments. • Total Pre-Tax Household Income: 115,000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 11500 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 20 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? $ • If you have children, what are their ages? Give a comma separated list: 21,18,15,11,5 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: 0 • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? Living within our means and putting away when we were young was extremely important to us • Total Pre-Tax Household Income: 400,000-500,000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 300,000-450,000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Real estate investor • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 50,000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Self employed • How far behind are you on all of your bills in total? -1 • Annual Tzedaka: 32001 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? -1 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Greater Lakewood area • If you have children, what are their ages? Give a comma separated list: • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 145000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 145000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software developer, 12 yoe • How far behind are you on all of your bills in total? • Annual Tzedaka: 15000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: None

This channel has officially inspired someone to start making career moves, after they learned for their field how they were making less. Keep these numbers coming! 🙏 Send me your feedback and wins!

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? North Jersey, USD • If you have children, what are their ages? Give a comma separated list: 5,5,13,15,17 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: Help extended family with loans and unexpected expenses • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? House is too small for current family but moving or extending is very expensive. Own 2 cars outright but at 14 years old for both need to replace soon • Total Pre-Tax Household Income: 280000-300000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 270000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Engineer at National Bank, Masters Degree, 10+ YOE • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 20000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Teacher, some college, 2 YOE (more as playgroup Mora) • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 30000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

Interesting how tech heavy these responses are. I wonder if that's because many people heard about this from the frum devs channel (ie. selection bias), or if its actually reflective of something

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? North Jersey • If you have children, what are their ages? Give a comma separated list: 9 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 256k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 256k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Asset Management , Bachelors deg, 10 YOE • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? • Annual Tzedaka: 25000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Jerusalem, Israel, USD • If you have children, what are their ages? Give a comma separated list: 4 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 50-55k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 46k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software development • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Florida • If you have children, what are their ages? Give a comma separated list: 3 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: No • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 285k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? • Annual Tzedaka: • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 40000 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Beitar, Israel, ILS • If you have children, what are their ages? Give a comma separated list: 4, 6, 8, 10, 12 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? after a few yrs in Kollel living on family support, I did an online course and found a remote job which still allows me to spend several hrs in Kollel every day, which I prefer to working in office where I could earn more for less flexibility • Total Pre-Tax Household Income: 198000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 198000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Developer, High School, 3 YOE • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 0 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Wife made conscious decision not to accept a job which would come at the expense of her children, so still looking... • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 21000 • Do you take the standard deduction? I don’t know • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Brooklyn NY USA USD • If you have children, what are their ages? Give a comma separated list: 3,1 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 125000 stable + probably another 10 - 20k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 119000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. software development 3 yrs experience no education • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? MD, USA, USD • If you have children, what are their ages? Give a comma separated list: 2, 7, 9, 11, 13 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 285k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 275k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software developer, 4 years experience, bachelors • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 10k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Teacher, 12 years • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 18000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 3500 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? USD, out of town • If you have children, what are their ages? Give a comma separated list: 8, 5, 2 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: No • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 180k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 165k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Tech (not software engineer ) • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 15k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Part-time teacher • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 12000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Rahway, NJ USD • If you have children, what are their ages? Give a comma separated list: 6,4,2,0 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: Wife and kids • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 190000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 190000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Development Self taught Chasidish Yeshiva 4 YOE • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 0 • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 13000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 60000 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Nj usd • If you have children, what are their ages? Give a comma separated list: 1-almost 2 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: No • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: Around 145k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 14k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Kollel • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 130k+ • If you answered the previous question, describe their career (if they work), education level, and years of experience. Full time work • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: • Do you take the standard deduction? I don’t know • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Not Sure

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Baltimore MD, USD • If you have children, what are their ages? Give a comma separated list: 1,2,4,5 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 330000-360000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 350000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Engineer - BS & BA - 12 YOE • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 10000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. WFH Side Gigs • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 55000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 46000 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Brooklyn NY, USD • If you have children, what are their ages? Give a comma separated list: 3,2,0 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 180000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? • Annual Tzedaka: 24000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 40000 • Type of Life Insurance: Term

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? NJ, USD • If you have children, what are their ages? Give a comma separated list: • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? • Total Pre-Tax Household Income: 96,000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 0 • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 96000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software Engineer • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 8000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Not Sure

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Lakewood, NJ • If you have children, what are their ages? Give a comma separated list: • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? Single female living on my own. I spend far less than I earn, and get a chance to invest a significant amount each month • Total Pre-Tax Household Income: 110000 • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 110000 • If you answered the previous question, describe their career (if they work), education level, and years of experience. Software developer (4 YOE w BS) • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 10000 • Do you take the standard deduction? Yes • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: None

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Yerushalayi, Israel. ILS • If you have children, what are their ages? Give a comma separated list: 0,2,4,6,7,9 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: No • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? Tax and bituach leumi (and rent) is an absolute fortune but we're managing to save bH • Total Pre-Tax Household Income: 480k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) 40k • If you answered the previous question, describe their career (if they work), education level, and years of experience. part time Rebbi in yeshiva, rest of the time in kollel • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) 440k • If you answered the previous question, describe their career (if they work), education level, and years of experience. Have my own business which is bH growing well • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 50000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Not Sure

• What city+state+country do you live in? What currency will you be using? USD? CAD? Shekels? Baltimore, MD. USD • If you have children, what are their ages? Give a comma separated list: 5 kids; 16, 15, 12, 9, 4 • Do you care for anyone else in your home that impacts your finances? Provide details you are willing to share: • Open ended chance to tell us about your family, situation, and numbers. How did we get here? What is going well? What’s not? I have a full time job. my wife and I run a business. we just started a second business. Thank G-d we have had a lot of bracha, and have been able to make ends meet, save and invest for the future simchos and retirement. • Total Pre-Tax Household Income: 300k-350k • If you are a single male or there is a father in the household, what is their pre-tax income? (If none, put 0) As I'm involved in all our income, hard to separate it out from the rest of the household. • If you answered the previous question, describe their career (if they work), education level, and years of experience. • If you are a single female or there is a mother in the household, what is their income? (If none, put 0) • If you answered the previous question, describe their career (if they work), education level, and years of experience. • How far behind are you on all of your bills in total? 0 • Annual Tzedaka: 30000 • Do you take the standard deduction? No • Total amount of outstanding debt, not including mortgages? 0 • Type of Life Insurance: Term