Category: Reader Case Studies

61

Reader Case Study: Loving Life in DC; Should I Buy a Co-op?

Taylor loves living in Washington, DC and enjoys her job in global public health. She likes to travel, spend time with her family and friends and has a stellar roommate/friend. The only trouble? She’s tired of renting and would like to buy a condo to start building equity and planning for her future. Can she afford a condo in our nation’s capital? Or would she be wise to consider a cheaper–but potentially less valuable–co-op condo?...

79

Reader Case Study: Empty Nest in Denver, Moving to The Dominican Republic?

Leigh is a diabetes educator living in Denver, CO. Her children are on the cusp of adulthood and she’s looking around her soon-to-be empty nest, considering her options. She’d like to downsize to a smaller home in her same Denver neighborhood and is interested in exploring the possibility of buying a second home in The Dominican Republic. Leigh wants to continue her work, a passion she feels called to, but would enjoy reducing her hours....

81

Reader Case Study: Renovate or Resell? Stay Together or Break Up? Life Changes Ahead!

Vanessa lives in Eugene, Oregon with her boyfriend and three cats, Freya, Orpheus and Gandalf. Vanessa works as the Licensing & Contracts Officer for the University of Oregon and is an attorney by training. In 2018, she bought her first home and is now facing the prospect of some pricey renovations or the possibility of selling this home and buying a different place. She and her boyfriend are also in the process of discerning whether...

139

Reader Case Study: MD and SMC Living in the PNW

Sara is a doctor and mother living with her best friend, Jodie, in the Pacific Northwest. Sara is a single mother by choice and her son Sam is now seven months old. She loves her work as a doctor and her new role as a mom, but wants to make sure her finances are as healthy as they can be. What’s a Reader Case Study? Case Studies address financial and life dilemmas that readers of...

92

Reader Case Study: Two Nurses, One Kid and One Cat on the Coast FIRE Path

Peter and his wife, Kim, both work as registered nurses in a medium-sized city in the Eastern United States. They became a family of three when they adopted their daughter, Rachel, in October 2020. Well, family of four including their cat, Pringles. Peter and Kim both enjoy their careers as nurses, but are at a point where they need to step back to part-time work in order to reduce burnout and fatigue and for the...

79

Reader Case Study: Foresters, Bus Drivers and Farmers in the Upper Peninsula

Sam and her husband John both work as full-time foresters for the federal government and part-time school bus drivers for their local school district. They live in Michigan’s Upper Peninsula on an off-grid hobby farm with their dog, dairy goats, laying hens and Tibetan yaks. Sam’s family lives nearby and they’re very happy with their location and lifestyle. The only problem? Their jobs. Both Sam and John would like to disentangle themselves from their full-time...

185

Reader Case Study: Canadian Atmospheric Scientist and Family

Sidney lives in a west-coast Canadian city with her husband, Steve, and their nine-year-old son. Sidney works as an atmospheric scientist for the federal government and Steve is an analyst, also with the government. They’ve been renting out their basement suite to friends for the last three years, but those friends will be moving abroad in May. Sidney’s grappling with whether or not they need to continue renting out the basement for the income, or...

272

Reader Case Study: Screenwriter + Software Engineer + Baby in Munich, Germany

Jane and her husband Kurt live in Munich, Germany with their six-month-old son, Oskar. Jane works as a software engineer and Kurt is a screenwriter for a popular German television series. The couple love living in Munich, save one fact: Jane is American and her family all live across the pond. Thus, they’re contemplating a move to the Northeastern United States in order to be closer to Jane’s family, in particular, her parents with whom...

186

Reader Case Study: Nursing Student by Day, Restaurant Worker by Night, Needing to Make Ends Meet

John is in his late twenties and lives in a small southern city in the US along with his cat. He recently made the decision to go back to school to become a nurse. Previously he worked at a nonprofit and, while he was passionate about the mission, the work/life balance wasn’t tenable for the long term. John started his nursing program this month and is also working front-of-house at a restaurant to try and...

87

Reader Case Study: From Ukrainian Immigrant to Published Author to Librarian

Puck works as a librarian and recently settled into a new job and new apartment in Boston, MA. Ve is also a writer and recently had vis first work of fiction published! Vis family immigrated to New York City from Ukraine in the early 90s and vis parents still live there. Today, Puck would like our help determining how to create a sustainable, mindful spending and savings pattern going forward. Ve is deeply generous and...