Sammy makes $2,362/month as a baseball coach. He is making a budget, and has created the following chart in order to divide his monthly paycheck into his various accounts:

Expense type
Frequency
Account
Monthly amount
Items
Essential (fixed)
Monthly
Checking
$1,292
Rent, car, insurance
Essential (variable)
Monthly
Checking
$420
Basic groceries, telephone, electricity, cable TV, batting practice
Non-essential
Monthly
Cash
$260
Snack items, restaurants, gifts, movies
Other (predictable)
Annual
Savings
$130
Health exams, clothing, food, baseball coach magazine
Other (unpredictable)
Annual
Emergency savings
$210
Non-insured healthcare, repairs, and income replacement
Other (long-term)
5 years
Vacation savings
$50
Vacation
Total

$2,362


Sammy makes monthly deposits from each paycheck into the various accounts, and then spends from those accounts only for their defined purposes. He knows that it is not a perfect system, but thinks that it will help to assure coverage for future expenses. Using his essential expenses as a guideline, how much will Sammy need to save if he wants to have 3 times the amount of his living expenses in the bank as part of his emergency savings. How long will it take him to achieve his goal?
a.
$1,712; approximately 8 months
b.
$5,136; approximately 24 months
c.
$6,486; approximately 30 months
d.
$2,162; approximately 6 months

1 answer

To calculate how much Sammy will need to save for his emergency savings and how long it will take him to achieve his goal, let's first determine his essential expenses and then multiply that by three to find the target amount for emergency savings.

Step 1: Calculate Sammy's Essential Expenses

Sammy's essential (fixed) and essential (variable) expenses are as follows:

  • Essential (fixed): $1,292 (rent, car, insurance)
  • Essential (variable): $420 (basic groceries, telephone, electricity, cable TV, batting practice)

Total Essential Expenses (monthly) = $1,292 + $420 = $1,712

Step 2: Calculate the Target Emergency Savings

Sammy wants to save 3 times his living expenses as emergency savings:

\[ \text{Target Emergency Savings} = 3 \times \text{Total Essential Expenses} \]

Calculating this:

\[ \text{Target Emergency Savings} = 3 \times 1,712 = 5,136 \]

Step 3: Determine Monthly Savings

From his budget, we note that Sammy is allocating $210 per month for other unpredictable expenses in his emergency savings account. This is the amount Sammy is saving toward his target each month.

Step 4: Calculate Time to Achieve Savings Goal

Now, we will calculate how long it will take to save $5,136 at a rate of $210 per month:

\[ \text{Months Required} = \frac{\text{Target Emergency Savings}}{\text{Monthly Savings}} = \frac{5,136}{210} \approx 24.4 \text{ months} \]

Since time usually rounds up to the next whole month, it will take Sammy approximately 25 months to reach his target.

Conclusion

Based on the calculation, Sammy needs to save $5,136 and it will take him approximately 24 months to achieve this goal.

The correct answer is: b. $5,136; approximately 24 months.