New Thoughts on Reducing Debt
As I mentioned in the intro, it is not typically
about how much you make but more about how
much you keep. Individuals and families across
all income levels are letting expenditures control
their financial futures. You would expect that
today’s two income families would be experiencing
a higher standard of living and greater financial
security than the one income households of old.
However, the fact is, most families are buried in
debt. Credit card and unsecured debt has tripled
from 4% of household income in 1981 to 12% today.
Try these ideas for gaining control of expenses and
freeing up funds for longer term goals.
Less focus on small tick items and more focus on
big recurring expenses. The real issues today are
exorbitant fixed costs such as mortgage payments, car
payments, college tuition, insurance premiums. Reassess
those big expenses – checks that you write once per
month with little thought – and consider whether you
are getting the most for your money. Do you really
need two big car payments, an expensive private college
over an acceptable public school, the oversized home, etc?
You can turn your finances around very quickly by
reassessing your needs and your priorities.
Avoid long term contracts to allow you more flexibility.
In the long run longer contracts for satellite TV, phone
service, gym memberships, etc. may cost you more than
the more expensive short term contracts in terms of termination
fees, regrets and services going unused.
Don’t trust your mortgage lender to tell you how much that you
can afford. Mortgage lenders have come to realize that you can
manage to make timely payments at much higher levels than is
financially responsible for you and your family. Many people
are house poor because lenders have awarded them mortgages
that are beyond their means. Stick with a guideline of not spending
more than 30% of your gross income on your housing costs
(payment + taxes and insurance). This will allow you the funds
necessary to pursue your other goals and not leave you living for
your house.
Pay off your highest interest debt first then move onto the next
debt. An exception to this may be if you have a debt that just
irks you every time you write a check, it is about peace of mind
also- pay off these nagging debts then move on to the high rate
cards. Some individuals suggest that you get rid of the smallest
debts first and move on to the larger ones to build some momentum
and confidence. Though this may cost you somewhat in interest
costs, if this keeps you motivated and focused by all means go
this route. The benefit is that it does simplify the bill paying
process by having fewer items to pay as you whittle them down to
just a couple.
Each spouse or significant other should be 100% responsible for
the finances. Ground rules should be established for spending
and paying debts even though only one may be responsible for
the paperwork. Without this responsibility, the more financially
responsible person ends up nagging and controlling ending in
unwanted conflict and tension. Don’t question spending as long
as it falls within the household budget.
Related Links:
Money Matters
Interest Free Financing