Tuesday, March 4, 2014

Better Late Than Never

I’m running a little late, which my friends and family will tell you isn’t that unusual.  I don’t try to be late.  I just always think I can get one more thing done.  My most famously late time was probably when I arrived to a wedding an hour after it was scheduled to start.  The problem was, the wedding was mine.  So, what can you expect from someone who was an hour late to her own wedding?  You can expect that I’m not going to be on time for everything.  What I’m late for now is America Saves Week, which is February 24-March 1.  But, better late than never.  Which, if you think about it, is an adage that applies to saving money, too. 

Hopefully we have all heard about the time value of money. If you save when you are young, you’ll accrue more interest -- thereby having to save less overall, but ending up with more saved.  For example, Jack deposits $2000 into savings for 10 years between the ages of 25-34 and leaves it there, contributing nothing
more to his savings between ages of 35-65.  Jill, on the other hand, waits until age 35 and starts depositing $2000 per year for 31 years (ages 35-65).  Jack put a grand total of $20,000 away and Jill put $60,000 in savings.  In the end, due to the time value of money and compound interest, Jack has $545,344 at age 65 and Jill has $352,427.  By starting when he was younger, Jack is almost $200,000 wealthier.  But what if you no longer qualify as young?

What I’m afraid happens to people is they hear that they should have started saving before they were in their 30’s and, since they got a late start, feel hopeless.  But, guess what?  Jill still has $350,000 and change in savings.  Truly, better late than never.  Even though I’m not great at math or time, I know that $350,000 is a lot more than zero.  If you get a late start, so be it.  Just be sure you get started. 

One way to get started it to go to www.AmericaSaves.org and set a savings goal.  It doesn’t matter how big or small the goal is, just get started.  It also doesn’t matter if you do it after the big America Saves Week.  In the end, what matters is that you save some money.

Stephen Brobeck, Executive Director of the Consumer Federation of America and a founder of America Saves, noted: “Only about one-third of Americans are living within their means and think they are prepared for the long term financial future. One-third are living within their means but are often not prepared for this long term future. And one-third are struggling to live within their means.” If you are in the two-thirds of Americans who are not prepared for the financial future, now is the time to start preparing. 

One great financial tip is to automate savings.  Even if it is $40 per month, getting that habit automated can really make a difference.  If you have automatic deposit on your paycheck, set up a savings account and automate a portion to the savings.  Some people spend whatever they have, or can see in their checking account, so getting a portion automatically out to savings can be an important move.  If you get a tax refund, put that in your savings.  You might be surprised that the financial security you feel as you start to build savings will be more important to you than consumer purchases.  You can get used to living on less.

There are twenty-five other great strategies in the book, Small Steps to Health and Wealth by Rutgers Extension.  We have twelve copies of the first edition of the book available for free at the MSU Teton County Extension Office, because it is never too late to get your finances in order.


What if, all those years ago, I had decided because I was running a little late, I shouldn’t even bother?  With savings, and weddings, as it turns out, it’s great to be on time, but it is also better late than never! 


Resources for Saving:
Thanks to Barbara O'Neill, Ph.D., CFP, CRPC, AFC, CHC, CFEd, CFCS
Extension Specialist in Financial Resource Management, Distinguished Professor,Rutgers Cooperative Extension for the list of resources below.

Cooperative Extension Investment Resources

When it comes to investing, it always helps to have background information, financial calculators, and other planning tools. The Cooperative Extension System offers a wide array of online resources through its online eXtension portal and through various land-grant universities. Below is a list of publication titles and Web site addresses:

eXtension Personal Finance Web site: http://www.extension.org/personal_finance

eXtension Investing for Your Future 11-module home study course:

eXtension Investing for Farm Families home study course:

eXtension Saving and Investing Web page:

eXtension Saving and Investing Research Briefs:

Illinois- Plan Well, Retire Well Blog: http://web.extension.illinois.edu/cfiv/eb141/index.cfm

Indiana – Planning for a Secure Retirement (online 10-module retirement planning course with dozens of links): https://ag.purdue.edu/programs/areyouprepared/secureretirement/Pages/default.aspx


Iowa- Invest Wisely (news articles and audio files): http://www.extension.iastate.edu/investwisely/

New Hampshire- Saving and Investing Web site: http://extension.unh.edu/Managing-Your-Money/Saving-and-Investing

New Jersey- Investing Basics (from Rutgers Cooperative Extension book Money Talk: A Financial Guide for Women): http://njaes.rutgers.edu/money/pdfs/session-iii.pdf

New Jersey- Investing for Retirement (from Rutgers Cooperative Extension book Money Talk: A Financial Guide for Women):

New Jersey- Investment Risk and Return Characteristics: http://njaes.rutgers.edu/money/investmentrisk.asp

New Jersey- Rutgers Cooperative Extension Asset Allocation Spreadsheet: http://njaes.rutgers.edu/money/

New Jersey- Rutgers Cooperative Extension Personal Finance Web Site: http://njaes.rutgers.edu/money/

New Jersey- Rutgers Cooperative Extension Financial Goal-Setting Worksheet: http://njaes.rutgers.edu/money/pdfs/goalsettingworksheet.pdf

New Jersey- Rutgers Cooperative Extension Financial Planning and Investing Glossary: http://njaes.rutgers.edu/money/glossary.asp

New Jersey- Rutgers Cooperative Extension Financial Fitness Quiz:

New Jersey- Rutgers Cooperative Extension Investment Risk Tolerance Quiz: http://njaes.rutgers.edu/money/identitytheft/

New Jersey- Rutgers Cooperative Extension Tax Information Web page: http://njaes.rutgers.edu/money/taxinfo/

Virginia- Building Your Financial Team: Financial Planners




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