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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureLindsey Curry

WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD


couple budgeting on couch

What are rainy days?

You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt snowball is getting knocked out one after the next and you have the momentum to throw even more at it. But then, BOOM. Storm clouds are on the horizon. And things look like they are going to get nasty.


Dave Ramsey talks and uses the dark clouds of a storm as a metaphor for unsure times ahead in your future, and the uncertainty that they could potentially bring.


When we talk about storm clouds that could impact your overall financial well-being, we usually are referring to big, life-changing events. These events include the loss of your, or your spouse’s job(s), a move (usually not lateral in change), the birth of a child, etc.

So how do you plan for these life events, if you are still in the early baby steps?


You prepare for the rainy days ahead.

This means you start putting more towards your savings, typically what you would put towards your debt snowball, but now postponing these additional payoffs. You can do this by continuing to add to your already established Emergency Fund of $1,000 (Baby Step 1), or create another savings account at your bank and title it “Rainy Day Fund” or something similar so you know what exactly this fund should be used towards.


Normally we would not suggest delaying paying off your debt, but if the “storm clouds” look that daunting and heading your way, the best way to protect yourself (and your family) from going into further debt, is to build a safety net.


How much should the safety net be?

This is a number that is going to be specific to each individual’s scenario. However, we do not suggest jumping to Baby Step #3 – increasing your emergency fund from $1,000 to 3-6 months of funds.


Dave Ramsey’s and our suggestion for this is similar. Continue paying your minimum payments towards your debt items, however, instead of taking your additional income and applying it to your debt snowball, you take those dollars and put them in your “rainy day” account. Just squirrel away that money until the “storm clouds”, i.e., troubling situation, have passed.


How to recognize the “storm clouds”

Again, these “clouds” may look different for each person’s situation. A good rule of thumb is going with the “writing is on the wall” theory.


If there is a move coming your way, basically you are in the process of selling/under contract.

If you are expecting a child, start transitioning how you save once this is confirmed by your doctor. FYI - Kids can cost a lot, and always seem to have sticky hands.


If you think there may be a chance of a job loss because you’ve had multiple meetings with your boss, your company has been bought out, downsizing, etc., you will want to start saving in case there is some time you will be without consistent income.


The storm clouds have passed

This means one of two things have happened: 1) the storm really wasn’t an issue and you are glad you had this rainy-day fund to help supplement income as needed. Or 2) it was all precautionary, and thankfully your possible issue or situation did not happen, and there was no need to dip into this extra reserve.


So now what do you do with it? Simple, throw all of it at your debt and tackle your debt snowball!


As we said, you’ve been keeping up with your minimum payments, so now take everything that you have been safe harboring if needed, and throw a chunk at it! Who knows, you could even knock a few debt items out with it all!


Regardless of what happens with the storm, it is a win-win. Because you will be taken care of since you prepared ahead of time if there was a storm, and if the clouds pass without any damage, you now have that to start paying things off again.


If you are currently trying to pay off debt, or “see a storm on the horizon” reach out to your Financial Advisor to have them connect you with our Financial Coach!

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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