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ILLUSTRATIVE EXAMPLE

Could we live on one income for a year?

Test an income change against childcare, housing, cash, and retirement saving. The accounts, amounts, and answer below are fictional.

LSAMPLE ANSWERILLUSTRATIVE

THE SHORT ANSWER

I wouldn’t commit to a full year yet. Even after cutting optional spending and adding $12,000 to your $42,000 cash reserve, you have 11 months covered. Close the final month’s gap and price replacement health insurance before one of you leaves; the current estimate doesn’t settle either cost.

KEY NUMBERS

Current cash$42,000
Extra cash needed$12,000
Coverage11 months

WHAT MATTERS

  • Childcare and housing are the two costs that make the one-income year tight.
  • Pausing retirement contributions helps less than trimming travel and delaying a car purchase.
  • The plan needs a separate reserve for health-insurance changes if the lost job provides benefits.

POSSIBLE NEXT STEPS

  • Save $1,000 a month for the next year in a dedicated income-gap fund.
  • Price health coverage and childcare before choosing which income to rely on.
  • Delay the planned car purchase until both incomes return.
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