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Associations and Budgeting


 



 












“The last thing family and friends want is for you to spend money on them that you don’t have or that you can’t really spare.”

 

-        Suze Orman

 

 

 

 

True friends and loving family members will ultimately want what’s best for you. While everyone has a few people in their lives that are considered “takers,” most of those with whom you share affection, friendship and love will generally demonstrate generosity and genuine concern for your well being. You should not have to “break the bank” in order for your friends and family to be involved in your life. Be wary of those who are only around whenever there’s a party, special event or during times when you are open to spending money freely.  Do not be misled; there are definitely people who are only out for themselves. Such takers can be identified when they use you repeatedly for whatever you can do for them, while never returning the favor. Use discretion in your relationships whenever you notice that you are always the one footing the bill or picking up the check. While some people are legitimately less able to give financially than others, use discernment when you continually notice that you are always the one being generous and the other person is always on the receiving end of your philanthropic gestures. The following will discuss defining necessary expenditures on associations, unnecessary, extraneous lavishing on your associations and designing a basic entertainment budget.

 

 



Defining necessary expenditures on associations

 

 

 

“Not he who has much is rich, but he who gives much.”

 

-        Erich Fromm

 

 

Time well spent and quality relationships that edify your soul are far more valuable than any amount of money. The important moments in life cannot be retrieved once they have passed. Many people enjoy spending money on their friends. However, some find it difficult to curb their enthusiasm while dipping into their checking account as the good times roll. Even so, it is not the stingy person who has the most rewarding relationships in this life. The true challenge is in finding the balance between enhancing the moment and maximizing your money in relation to the level of exuberance achieved in the process. While this judgment is typically defined by the wisdom of your experiences, this is definitely something that can be honed like any other ability or skill. So, how can one define when it’s appropriate to spend up or when to be frugal? Well, the way I define my level of finances committed to whom I associate is established by the three “P’s”:

 

·       Purposeful

·       Personal

·       Professional

 

For instance, can this interaction help further my purpose or life’s mission? Does this interaction require a personal response that can best be achieved through the spending of money to acquire goods, services or experiences to fulfill my intended objective? Is this a professional level association that would further my career goals and, directly or indirectly, allow me to gain more income or resources to achieve more in my personal relationships or to fulfill my life’s purpose?






Defining unnecessary expenditures on associations

 

 

 

“We’re convinced that we need money to have friends and partners, but actually I’ve found the opposite to be true.”

 

-        Mark Boyle

 

 

There is a big difference between having money and having true friends. While those with financial provision may have people in their lives that are willing to keep them company, true affection, love and friendships cannot be purchased. Perhaps people like you and I simply enjoy spending our money on those who we care about the most. While there’s nothing wrong with the occasional splurge or special event, it is necessary that we do not just spend or go on a shopping spree on a whim! The person who allows their emotions to control their spending will soon come to poverty. So, how then should we determine when spending has become an unnecessary expenditure? Well, the way I define my level of unnecessary finances committed to whom I associate is established by the three “B’s”:

 

 

·       Beneficial

·       Boundaries

·       Budgeting

 

For instance, can saving the money that would be spent in this circumstance be more beneficial than the social interaction achieved by this expenditure? Does the money spent during this interaction require me to violate the boundaries of this relationship or of another relationship? Will spending this money on my associations fit within my established entertainment budget?





Design your basic entertainment budget by category

 

 

 

“He who loses money, loses much; He who loses a friend, loses much more; He who loses faith, loses all.”

 

-        Eleanor Roosevelt

 

 

If you currently have an entertainment budget, the allowance amount is likely unrealistic compared to the amount of money you actually spend on meals, diversions and special events.  Just remember, all those “extras” are not bought with money, but with hours of your life. Whenever you choose to spend those greenbacks on your associations, consider that you will have to work hard to replace whatever you spend out of your bank account. The fewer indulgences that you select, the fewer hours you will ultimately be required to work. Remember, while this list will look similar for most people, others who are more socially and professionally connected will possibly have to add several categories to this example in order to achieve balance between their spending on associations and staying within their overall budget. The following is a list of basic entertainment categories in modern society:

 

 

1.   Dining (25%): This amount reflects any place you purchase food, drink, desserts or other digestive consumables outside of your grocery purchases.

2.   Live entertainment (20%): All concerts, live theatre and other events typified by the enjoyment of human performances are to be taken into account in this category.

3.   Date night (15%): While some may choose to bump up the percentage on this category, this would be reserved for alone time with your significant other or spouse.

4.   Sports and hobbies (15%): Whether going to a sporting event, running a marathon or enjoying a round of golf, this category would be set aside for such leisure events.

5.   Miscellaneous (25%): While this number can be higher, I would recommend a minimum of 25% of your entertainment budget to be listed as miscellaneous. The reason being, life is dynamic by its very nature and you simply cannot plan for every event that you want to do. The fact is, there will always be events that come up last minute or are not scheduled that you will want to enjoy. Having such a large amount in the miscellaneous category will allow you to remain flexible.

 

 

 

 

While it’s likely that you will have to tweak these numbers and categories, keep in mind that this is just an example of what your basic entertainment budget may look like. Whether you add categories or subtract others to create your own version of this budget, your financial choices are entirely up to you. Using this example as a blueprint for how to proceed within your entertainment budget will aid you in your pursuit of making the best financial decisions among those with whom you associate.




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