The document provides financial information for two individuals, Kenji and Connie, living in San Diego, CA. It details their incomes, taxes, savings, housing costs, healthcare plans, transportation expenses, utilities, and food costs. Key details include Kenji earning $55,000 with $14,317.50 in taxes and Connie earning $40,000 with $8,471 in taxes. It also outlines their shared $1375 monthly rent for an 810 square foot apartment and $97 monthly premium for a Blue Shield health insurance plan.

1. Living in San Diego, CABy:Connie Tang &Kenji Sumikawa

2. TaxesKenji:Income: $55,000Tax: $7,600State Tax: $2,510Social Security & Health Tax (7.65%): $4,207.50+___________________ Total: $14,317.50Disposable Income: $55,000-$14,317.50 = $40,682.50Connie:Income: $40,000Tax: $4,183State Tax: $1,228Social Security & Health Tax (7.65%): $3,060+___________________ Total: $8,471Disposable Income: $40,000 - $8,471 = $31,529

3. SavingKenji’s Saving: $1449.47Connie’s Saving: $550.75Invest in Chase Savings AccountMinimum Initial Deposit: $25Interest Rate: 0.35%APY: 0.35%Min. to earn APY: $5000Transaction Fees: $12/ transaction over limit of 6per month.Invest in Chase Savings Account

4. Minimum Initial Deposit: $25

5. Interest Rate: 0.35%

6. APY: 0.35%

7. Min. to earn APY: $5000

8. Transaction Fees: $12/ transaction over limit of 6 per month.Housing: Tierrasanta Ridge AppartmentAddress: 5410 Repecho Drive 92124Square Ft: 810Deposit: $400 $200 per personMonthly Rent: $1375$687.50 per personRenter’s insurance: $244 per year$10.17 per month per person

9. HealthcareConnie:Blue Shield of CaliforniaPlan: Vital Shield 900Monthly Premium: $97/ monthPlan type: PPODeductible: $900Out of pocket maximum: $4900Office visits: $40 for first visit per year, then $0 after out-of-pocket maximumPreventive care exams: 0$Hospitalization: 40% after deductibleLab & x-ray: $0 after out of pocket maximumEmergency room $100 per visit + 40% after deductiblePrescriptions: Generic onlyDental: AvailableLife: AvailableKenji:Blue Shield of California

10. Plan: Vital Shield 900

11. Monthly Premium: $97/ month