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 How the Global Economy is Dependent on Christianity


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Forget About Retirement – For Now

By: Curtis Ophoven

5/26/2008 - 2 Comments

The coming recession is looking more and more like it could last 8-10 years, with high inflation like in the 70’s. 

The recession will change the average income of both the young and old.  The young will have to stop saving for retirement and the old may have to return to work. 

Most financial advisers will tell you to,

1. Live on a Budget

2. Get Out of Debt

3. Start Saving For Retirement Now

4. Learn About Investing

This has been good advice for the last decade, while we had a strong economy with low inflation.  But times have changed, and we no longer have a strong economy or low inflation – which is why I recommend changing your financial strategy.  Financial advice is relative to the economy, but because the economy has been consistent for so long, most financial advisers haven’t had to change there ideas for decades. But the economy has changed and the financial advice needs to change with it.

The popular financial books like “Your Money or Your Life” and “The Total Money Makeover” will no longer be relevent.  New books will need to be written about saving, inflation and creating new jobs.  Ronald T. Wilcox just released a new book about how America needs to return to high savings, which is the foundation of economic growth. “Whatever Happened to Thrift?: Why Americans Don't Save and What to Do about It”. 

Let’s be honest and realistic - the average family net worth is negative $120k

Stop Investing in Your 401k or IRA

It you don’t have a 6-months emergency fund (about half your income) or you are not completely out of debt, then I suggest you stop saving and investing for retirement. Forget about retirement for now.  Most people that are saving for retirement are just kidding themselves into thinking that they have some money for the future, when in fact their net worth is still declining year after year because they are adding debt faster then they are saving for retirement. They confidently continue to spend more money then they make because they believe they have saving some money for retirement. 

A better strategy is to focus on a budget, live on less then you make and get out of debt first and foremost. After you are out of debt and have a 6-month emergency fund, then start thinking about investing and retirement. But, even if you have no debt and a 6-month emergency fund, the recession will more than likely effect someone in your family with a job loss or a reduction of income. Therefore, your extra income will likely be needed to help the people around you. 

Reference Article: 2008: Bad Time to Invest in your 401k

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Reader Comments

Comment 1
Maggie Says: on Tuesday, May 27, 2008 10:34:41 AM

excellent advice--
savings first---emergency fund more important than
retirement-!!!


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Your Money or Your Life

There's a big difference between "making a living" and making a life. Do you spend more than you earn? Does making a living feel more like making a dying? Do you dislike your job but can't afford to leave it? Is money fragmenting your time, your relationships with family and friends? If so, Your Money or Your Life is for you. From this inspiring book, learn how to, get out of debt and develop savings, reorder material priorities and live well for less, resolve inner conflicts between values and lifestyles, convert problems into opportunities to learn new skill, attain a wholeness of livelihood and lifestyle, and much more.

The Total Money Makeover

"Winning at money is 80 percent behavior and 20 percent head knowledge." So states Ramsey, author and radio show host, offering a comprehensive plan to get out of debt and achieve financial fitness. Our current financial position represents the sum total of the decisions we've made to this point, he tells us, and we must take personal responsibility for our financial problems.

Your Money After the Big 5-0

Your Money after the Big 5-0; equips readers with the knowledge, financial tools, and wisdom needed to ensure their fiscal well-being in the second half of life. By following Burkett and Blue's definitive direction, we learn to build a portfolio that provides for our family, honors God, and better positions us to bless the generations that follow with a legacy of stewardship and resources.

The Millionaire Next Door

This book is a study of the America millionaires. The results tell that most millionaires are hard working people, as eighty percent of America's millionaires are first-generation rich. They became millionaires by budgeting and controlling expenses, and they maintain their affluent status the same way. The conclusion is that anyone can do it, with planning and determination.