Balancing the Budget


So, I filed my taxes for 2011.  The federal government saw fit to return about $2000 of my own money to me this year.  Oh, and since it’s all the rage to talk about this stuff lately, I paid an effective tax rate of 0.8% and I’m just barely in the top 50% of income earners.  If you want to know where you stack up check this out: http://www.kiplinger.com/tools/income_rank/index.php

Woo Hoo – I’m in the top half!  Don’t sweat that 0.8% rate.  I got to claim my kids this year.  Last year I paid 4.7% and made less money (I was just under the 50% mark last year).  

Here’s my current situation.  I’ve got just over $5,000 in Credit Card debt.  A lot of that was accumulated after my divorce (it happens).  I’ve got a $1650 loan against my 401K.  $35,000 Student Loan and a $110,000 mortgage.  Plus about $7,000 I owe family.  So $2000 doesn’t make a very big dent.  

Let’s talk about interest.  I’m paying about $90 a month in interest on Credit Cards, another $167 on my student loan and about $400 interest on my mortgage.  I’d also guess another $100 a month on that money I owe relatives.  That’s about $750 a month IN INTREST (I rounded down).  That is $9,000 a year I’m paying someone else for privilege of having borrowed money from them.  In-Freakin’-Sane!

Here’s how I spent that tax money.  First, I paid off my 401k loan and took out a new one at a higher amount.  Now, a lot of people will screech at that, but here’s my line of thinking.  I took out enough money to pay off all my credit cards.  That alone saves me $90 a month in interest.  I don’t know about you, but my 401k lost about 2.5% last year.  So a $90 a month savings means a $1000 return on that money this year.  Plus, I have to pay interest (to myself) on that loan.  While my 401k lost 2.5% last year, the money I had borrowed from it gained 5%.  So I’d rather pay myself interest than someone else.  

Don’t worry, I also did my civic duty and spurred the economy by buying a TV.  I was against it at first but the Super Bowl deals were pretty good.  I got a 37” flat screen LCD for $289.  (Shout out to Best Buy for that deal)  Even at that great price, I still wouldn’t have bought it except that my TV burned out about 6 months ago.  I’ve been watching my roommates TV.  I didn’t actually have one of my own.  So I splurged.  The last time I splurged was Christmas 2010 when I bought my kids a Wii.  Before that I think I bought a new mower and bed right after my divorce (see credit card debt above to understand how I managed that).

Back to my point, paying off the credit cards will also free up about $100 per week that I am currently making in payments.  This is important because I have run out of deferments on my Student Loans.  I have to start paying them back next month.  Please note: I did not crap on police cars, camp in a park or assault authorities demanding my student loans be forgiven, I devised a responsible budget and financial plan that would allow me to pay those loans back.  I can now make extra payments on the principle of my mortgage.  I can make extra payments on the principle of my student loans.  Those extra payments will save me thousands over the course of the next few years.  If congress extends the payroll tax cut, I can put that money into my 401k (and get more on my employer match).  If they don’t, then the government can use it to pay their Social Security obligations to my mother.  I can also start to put some money into savings.  I haven’t been able to do that since my divorce.  Based on current projections, I may be able to pay one family member off by the end of the year as well.  (I should mention, for those of you who hate loaning money to family members, I make regular, consistent, weekly payments on those loans.)

My point is; I have a budget.  I have a plan.  I’m digging my way out of a negative net worth.  You do that by paying your debts.  You pay your debts by spending less than you make. 

The Senate hasn’t passed a real budget in 3 years (since 2009).  When asked about it Senate Harry Reid said he didn’t think we needed a budget this year either.  The Democratic leader of the House, Steny Hoyer, agreed with him saying, “What does a budget do?” http://cnsnews.com/news/article/hoyer-fact-you-don-t-need-budget.  Jay Carney says the White House “Has no opinion” about whether or not the Senate passes a budget. http://www.youtube.com/watch?v=3spHkVua-ko&feature=player_embedded  Obama has at least sent his budget proposal to congress, but it still has a $901 BILLION deficit.  http://www.usatoday.com/news/washington/story/2012-02-13/obama-budget-congress/53069082/1 That means we will BORROW another $901 BILLION this year.  Yet that is being reported as “deficit reduction.”  Really?  That’s not a reduction, that’s an addition.  In order to actually get a reduction, you would have to spend less than you bring in.  Our national debt is currently $15,375,000,000,000 (and counting).  The interest on our debt is up to $3,760,000,000,000 (and counting). http://www.usdebtclock.org/

Let me help explain the shell game here.  In my personal budget, if I told you I was reducing my debt by $5000 by paying off my credit cards, I’d be lying to you.  It’d be easy to show you that $5000 reduction by omitting where I got the money to pay off the credit cards, but it would not be accurate.  You see, I borrowed the money from my 401k to pay them off.  I only actually reduced my debt by about $2000 (the amount of my tax check).  Everything else was refinancing and restructuring to help me pay things down faster in the future.  You see the government is saying, “We borrowed $1.3 TRILLION last year and we plan to only borrow $901 BILLION this year, so we are saving $400 BILLION.”  And they expect us to shower them with roses, pat them on the back tell them how awesome they are.  I don’t think so.  Your shopping addiction is bankrupting us a little slower than it was, but that doesn’t mean you don’t need professional help.

The GOP candidates like to throw out the phrase “Balanced Budget Amendment” like that’ll fix all our problems.  That won’t solve anything anytime soon.  I’m not saying it’s a bad idea, I’m saying it doesn’t fix the problem fast enough.  Congress has to approve the amendment with a 2/3 majority in both the House AND the Senate (not likely with our currently Incompetent Congress).  After that, ¾ of the states have to ratify it.  I’m pretty sure that’ll take more than a few months.  To give some recent examples: the 25th amendment took 2 years to ratify, the 26th took 4 months and the 27th took 200 years.  So, saying you will fix the problem with a constitutional amendment is saying you will make the guy after you deal with it (at best).  

Besides, if you can pass something through the Incompetent Congress at a 2/3 majority, why not just pass a Balanced Budget?  The only GOP candidate talking about balancing the budget in year 1 is Ron Paul.  How crazy are things getting when Ron Paul is the ONLY guy making any sense?  Newt is at least talking about a serious plan to reduce spending and have a truly balanced budget within a couple years.  He’s probably just being realistic, he has done it once before in the 90’s after all, but I’d rather it be faster.  When I couldn’t meet my budget I shut off my TV and my internet.  I ate dinner out of a can and it almost always cost less than a dollar.  I turned off the heat when the kids weren’t over.  I sweat in the house without AC.  I brought in a roommate.  I balanced my budget by reducing my spending to a level below my income.  It’s not a hard concept.  You stop paying for things you can’t afford.  It’s that simple.  But Romney keeps saying the poll approved, “Balanced Budget Amendment” and Santorum will forget what a budget is once he gets a Republican majority.  If he did manage to pass the poll approved “Balanced Budget Amendment”; it would probably fail due to a gay marriage ban or some other such non-sense being attached to it.  

What I find really disturbing is that people seem to want more of the same.  Romney is another Big Government, business as usual guy and he has won New Hampshire, Florida, Nevada and Maine.  That’s 4 out of 9 states that can’t do basic math and don’t understand basic budgeting, but are still engaged enough to vote in a primary.  Santorum has won Iowa, Colorado, Minnesota and Missouri.  That’s 3 out of 9 states that are more concerned with forcing people to act in accordance with their personal moral code no matter how much it costs.  (I gave Missouri a pass because Newt wasn’t on the ballot there and I would have picked Santorum over Romney.  However, if you all had voted for Paul over Romney I’d be applauding your courage).  Only South Carolina seems to understand how to pay their bills.  

The numbers I’ve seen show voter turnouts in counties that Romney wins are at lower than 2008 levels.  What I take away from that is that fiscally responsible voters do not see an option.  Why go to the polls when there is no one worth voting for?  Their absence should be ringing loud and clear.  I’ll be honest with you; it’s going to be a good year to be a 3rd party candidate.  A study out recently says that 23% of Americans would consider themselves Fiscally Conservative and Socially Liberal.  http://www.cato-at-liberty.org/more-data-on-fiscally-conservative-socially-liberal-voters/ Guess what, those people are Libertarians.  They just don’t know it yet.  If the Libertarian Party manages to finally get their message out, this could be the most surprising election in my lifetime.  The “independents” may finally flip the metaphorical bird to both “mainstream” political parties. 
If not, well, I refer you to that episode of the Simpsons when Kang and Kodos both ran for president and it didn’t matter who you voted for.  Either way you were going to be enslaved.  

 (If you want to see where your money goes, check this out: http://www.whitehouse.gov/omb/budget

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