Wednesday, February 4, 2015

We’re Not Making It On Two Incomes; How Can We Make It On One?

Many families reach a point with the number of children at home that one spouse would like to stay home to look after children or other dependents, including aging parents. If you are in that boat and trying to figure out how to make it work, consider the following:

Balance of Income: If you and your spouse earn similar amounts and one of you wants to quit, it will be difficult to make that work. Where you are sharing the financial load equally, it may be impossible for you to create an acceptable budget without both incomes. In order to enable it works, the spouse who comes home may need to find a work-from-home opportunity to close the budget gaps. If one of you earns less than half of the other, less than one-third of the total household income, you can turn it into work more easily than you might think.

Natural Helps: There are a few natural helps that will emerge. The obvious genuine help is likely motivating your desire to make the change—day care costs will be removed. In addition, the taxes on the income that goes away will likely be larger than you expect. The marginal tax rate on that income is likely higher than the effective tax rate on your combined income, meaning that you’ll pay less tax on the income you keep than you may be expecting.

Cutting Back on Cars: You’ll need to make some additional decisions to make your situation work. With two jobs, you have likely maintained two cars. Perhaps two nice cars. You may be obliged to sell one of the cars. Cars eat up more money than you realize. Especially newer cars. Because they get good gas mileage and don’t have to go to the shop very often, you may consider the newer car as the cheap one. The depreciation is silently eating you out of house and home. Insurance on the newer car is more than the insurance on an older car—it would cost more to be replaced. Look carefully at your cars to determine if one can go, and if so, which one should go. If you can do away with a car payment, that will be a significant contribution toward closing your budget gap.

Discretionary Spending: Look at your discretionary spending patterns. If you have been living right up against it every month, there may be a lot there to cut, but if you just think you’ve been frugal, a thorough review may reveal opportunities to reduce spending.

College Savings: It may seem ironic to stay home with the kids and have to decide to reduce your college savings each month, but in the long run your kids may be much happier to have a parent at home than to have a bigger college fund. The difference between a local college experience and going to an elite private school is primarily tuition and secondarily the fun of being away from home. There may be little surprisingly little difference in the value of the education.

Retirement Savings: If you’ve been saving well for retirement, the money you have in savings will continue to compound. If you are obliged to cut back on retirement savings, do your best not to stop altogether. A little something will compound over the years much more than nothing!

Your Home: Moving is an expensive adjustment to make and should only be considered in extreme circumstances. If you really were struggling to make ends met before because you are “house poor. ” that is your budget is tight because you bought a home you could barely afford. It may be the only way to make things work with one income. You can raise a healthy family just as well in 2,000 square feet as you can in 4,000 square feet. The kids may even thank you for not having so many chores to do on the weekends. However, don’t move unless you are really going to downsize significantly—otherwise the cost of the move will overwhelm the monetary benefits from a smaller home and mortgage.

If you work at it seriously, you can almost certainly find a way of making life work on one income. Almost certainly, someone you know is living the lifestyle you want with one parent at home and one at work, living on the exact income you’ll have. Watch and learn.



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