Monday, 21 September 2015

Money Matter - Income and Expenses


True wealth comes from not having great possessions, but in having few wants…an ancient Greek’ s saying

Money is never enough


In 2 years’ time, I will be entitled to use my CPF saving for my continuation existence in this Mother Earth.

Since the 1st day of my working life back in 1985; I have set myself a goal that, by the age of 45years old; to achieve, my 1 million dollars target of combined current asset, cash saving and insurance policy.

I have missed this lifelong financial target, by a couple of years due to several major worldwide economic troubled issues. To recall some of these unfortunate worldwide event; there is this great recession in 1985, the dotcom burst in 2000, 2001 9/11 T-attack, SARS and 2008 USA financial trouble, and recently mid-2015 (China’s GDP growth is declining by the months) .

This is my last league of my working life. Now, I am ready and want to do something completely different with my life. I have spent more than 25years in Engineering. However, along the way, I do have this sinking feeling of financial insecurity as I will lose a big chunk of my monthly pay cheque if I decided to  100% “retire” by age 55.

So to lessen this “big-bang” feeling of total financial insecurity; for the last 2 years, I have re-calibrated my financial expectation by taking on a new career, that still can continued to give some monthly earned income, but with a much lesser “mental stress factorial”  to deal with.

Expenses


The entire year of 2014, has been very tough on me financially. Because there is basically no change in my family lifestyle; family quarrel over money is unavoidable at times.
Today, I still keep my 2.0L family car with me (mainly parked at the HDB carpark). Overall living Expenses are way above my monthly take home income. Fortunately, while planning for my pre-retirement; I have accumulated sufficient fund to see me and my family through this transitional period.

So it is very important to have cash reserve with you…. Some FP, will recommends that you, need some 6 months amount of your last drawn paycheck in your saving bank account.

Income


Among the 3 major BC manpower group (Locals, Malaysian and PRC); the local BC is the poorest. Beside the monthly CPF contribution, I have zero dollars saving from my present net take home income.

For the 1st 4 months, as a trainee BC, my family and I are living off from my take home salary, after deducting CPF contribution, of about S$1300/-. This is definitely not enough for use for a family of 4.

It is indeed a good gesture from the Government to provide some financial assistant via the WIS programme. I did benefit from this WIS for about 3 months. However, once I am on revenue able services, and doing more overtime and allowance, my gross income exceeded $2500/-mth, and WIS stopped immediately, alamak...

IR8A


My financial difficulty or constraint is further compounded by the fact that, for FY2014, my income tax payable is close to S$5000/-. I have opted for a Giro payment of some $416/mth deduction from my bank saving account. 

My advice is that, for those, whom have medium to high last drawn salary; and planning do to what, I am doing now for a lesser monthly take home income job for your pre-retirement odyssey; please consider budgeting this taxable sums ($$$), into your overall financial planning for your 1st year of a much reduced take home income and expenses.

Otherwise you will be caught with surprise on both ends of the burning candle; and you may be subjected to more mental stress then.

I am glad that, I could manage this tax-payable for FY2104; because of the reserve that I have. Till today, I still continue to keep a lifestyle like before, but I certainly need to review it soon.

For FY2015, my tax payable is way reduced to a total of just $425/-, after a 50% taxpayable rebate from the FY2015 budget.  

I hope, for FY2016, may be just a token only lah;  Boleh-kah, Mr. Finance Minister !.

Allowances and OT


There are several $$ allowances been given to BC; depending on your attendance record, service quality, non-accident or mishap and others, I will be given some $400/month, on top of my basic salary of SGD1625/-. The allowances and incentive are variables and certainly is deductible.

The max OT hour allowed under the Labour Law is 72hours/month. However, working long OT hours is not my preference. Daily OT hours to be done is mandated by the duty number that you have been assigned to do.

 Ever since, on an average, I have worked some 50hours/month.  I do abstain myself form working during my restday.  When the journey is flair weather; and with good service incentives and driving records for a particular month, my gross income is close to S$3200/-.

So you can see, that, just with a basic salary of S$1625/-, to start with, my gross income, can come close to doubling that amount. However, for my age and into my last phase of my active working life; is it not my preference to clock-in excessive OT hours.

 Getting sufficient sleep and rest of at least 6 hours per day is more important to me. So, whenever, I have been assigned with service duty number that do not requires any OT to be done; I am happy and thankful to the rostering supervisor !

Annual Leave and encashment


I appreciate that, even as a junior position; I am entitled to a 14days of paid annual leave. Previously many years ago, I still remember, I was only entitled to what the employment act stipulated, 7 days only. Yes, I will use fully these numbers of annual leave days for my vacations.

I will plan ahead to have some break time in March when my wife is having her school march holidays, my birthday (Sept) and traditionally, in December for my wedding anniversary.

However, most of my FW colleagues, will usually, “cash-out” as many balance days of unused AL as possible!

Letting Go


After some 2 years into this new career life; I have learned to live below my means and not comparing myself with others. I will be scrapping my car next year, and use more public transport (anyway, can travel on complimentary) to commute. Not comparing myself with others; no more lavish lifestyle and most importantly, stay debt and mortgage free.

At the end of the day, I hope, this will help to minimize impact to my living standard when I finally stop working in few years times.







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