Thursday, March 27, 2014

5 Steps to Escape the PayCheck-to-Paycheck Middle Class

The rich get richer… and the poor get poorer.

Why?

Any answer will run the risk of my being accused of over simplifying a complex socio-economic problem related to luck, opportunity, class distinction, ‘have-and-have-nots’, minimum wage, the working poor… and so many more reasons.

There are poor people everywhere in the world, wherever you may find yourself.  In wealthy cities, fabulously rich people pass by hungry beggars every day.  Of course, many people live in poverty due to circumstances entirely beyond their control.

I’d like to focus on the working poor instead.  People befitting this description are usually though of as people working two or three jobs, often at minimum wage, or less. 

Minimum wage, by definition, is a government instituted tax on employers… i.e. a legislative requirement that obligates an employer to pay an employee no less than e.g. a certain amount per hour.

Adherents of a free market would argue that wage control is not the government’s business.  Socialists may counter, perhaps expressing a need for protectionism - or at least sympathy - for anyone unable to fend for themselves (regardless of reason).  I’m not casting judgment one way or another… simply expressing different points of view.

It may surprise you to learn that the majority of the working poor in America actually live in nice houses, in the suburbs.  They usually appear to be financially quite well off.  They certainly are, if measured in international terms, using comparative metrics like GDP, income-per-capita, etc.).

The reality is this: Most two-income families living in the suburbs, with one or more children, are the working poor.  As a matter of fact, if one spouse were to lose a job… the house of cards that had been constructed to reflect their apparent economic success may be at risk, or come tumbling down entirely!

The situation described above has become pervasive over the last few decades; causing an almost indiscernible poverty creep.  Add the huge debt burden of an average household - exacerbated by a desire to live in a stately, unaffordable house; owned by a bank - and we end up with a contracting middle class.

They cannot save money, because they live paycheck-to-paycheck. Retirement savings - if any - won’t be sustainable; certainly not commensurate with life expectancy. According to Brookings, many households have very few liquid savings. But, on average, the majority (66%) of double-income, working-poor families, living in the suburbs, have about $50,000 in illiquid savings.

Unfortunately, the illiquid savings mentioned above usually reflects their down payment on a house they couldn’t afford in the first place!

And... they had used their liquid savings as security for a debt obligation spanning an entire working career - usually 30 years - aka a mortgage. Membership of the so-called middle class is frighteningly risky!

These homeowners will likely never be able to rise from their debt/poverty trap. Mostly unhappy with their awful financial lot in life - self-created - they often strive to find happiness in other areas like children’s school- and/or extra-curricular activities; or by belonging to a church, gym or some other social group of like-minded people.

Is the description above befitting of your standing?

Here are some tips for a better you, starting now:
- Downsize your house (aka your debt; pro tip: it has no asset value unless you sell it)
- Immediately find a higher paying job(s), that fit your skills
- Maximize your savings; especially 401k with a company match or contribution
- Start saving and spending what’s left over, rather than spending and saving what’s left over
- And most importantly, get fit and follow a healthy diet! (This line trumps everything above, because your life depends on it)

Your future is now… so spend your time wisely!

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