Readers: 15 | Updated: 04-18

Laddering Your Emergency Fund

Translate Into:

There are plenty of articles out there discussing the importance of emergency funds and how to set one up, so this is not going to be one of those. I assume that you already understand all that good stuff (if not, check out these great articles in an MBN writing project). Here, I’ll discuss a strategy to maximize your emergency fund’s interest earnings so that you can lessen the pain of not having the funds in an investment account. The strategy is quite simple and works off the assumption that you are using the emergency fund to cover month to month expenses and not an enormous cost that is in the multiples of a month, though it can handle that too.

The Strategy

Ladder certificates of deposit so that you can maximize your interest earnings, minimize risk, and still have access to your funds when you need them. To ladder CDs, you purchase CDs for the amount of each month of savings but with different maturity periods so that one CD comes due each month. Let me us a real life example with ING Direct CDs (though I’d shop around for rates, I picked ING because they make opening a CD a cinch) to illustrate this. Also, for the sake of simplicity, let’s say you’ve saved up 13 months of savings of $13,000, which means 12 months will constantly be cycled into laddered CDs with one month sitting in a high yield online savings account.

Month 1: If you look at the ING Direct CDs, you’ll see that they offer 6 month, 9 month, and 12 month CDs (the rates are unimportant). Right now you need to find a CD that matures in 1 month, 2 months, 3 months, etc, but that will be impossible. The solution then is to buy one six month CD, one 9 month CD, and one 12 month CD. This sets you up to have three of your twelve months covered.
Month 2: Next month, you purchase another 6, 9, and 12 month CD. This sets you up to have half of the twelve months covered since the first set of 6-9-12 have now become 5-8-11. This puts your six CDs maturing in 5-6-8-9-11-12 months and your on-hand cash at seven months worth.
Month 3: You starting to see the pattern? Buying another 6-9-12 puts your total collection of 9 CDs at maturity dates of 4-5-6-7-8-9-10-11-12. At this point you also still have four months in cash sitting in your account.
Month 4: Now the pattern changes, since your CDs have now matured an additional year, you are looking at maturity rates of 3-4-5-6-7-8-9-10-11 months, but you can’t buy a CD of less than 3 months so you can only add an additional 12 month CD. This leaves you with three months of cash on hand and CDs maturing in 3-12 months.
Month 5: Add another 12 month CD to bring your full collection to 2-3-4-5-6-7-8-9-10-11-12, leaving you with 2 months of cash on hand.
Month 6: Add another 12 month CD and now you have a fully laddered 12 month CD structure in place, with 1-2-3-4-5-6-7-8-9-10-11-12 month maturity CDs! You still have one month of cash on hand.
Month 7: The first of your CDs has now matured and you’ll roll that into a new 12 month CD so that you have the full collection and still have a month’s worth of expenses in cash on hand. You will repeat this over and over and over …

Weaknesses

The primary weakness with this strategy is that you only have a month’s worth of expenses on hand. This lets you weather emergencies that cost less than a month’s expenses and those that have recurring costs, such as job loss. If you lose your job, you’re fine with this strategy because each month you’ll have access to another month’s worth of expenses as a CD matures. One mitigating factor about emergencies with a large cost, you can usually cancel your CD early and surrender the interest you would’ve earned, so laddering may be okay in that situation.

CDs with different maturity periods: What if your bank doesn’t offer 3 and 6 month periods? If you only have a 12 month period, then buy one year-long CD a month for a full year and you can the same laddering. The setup time will be longer and you surrender a bit of interest but there’s nothing you can do.

I hope you all were able to follow this explanation, it’s hard explaining something like that in text and I’m not an artist so it will have to do! :)



From The Blogs

Business, Finance, Management

04-09
The Regret of ChinaAMC Large-cap Fund
Recently, there is a interview about me online. Originally, it was an interview conducted by Fund Watch magazine, but after online reproduction for numerous times, most frequently appeared title onlin... 查看全文

VentureBlog

08-08
And Now a Word from your Limited Partner
Over the course of the last week, Fred Wilson has been writing about "Venture Fund Economics" at the newly-redesigned AVC.Fred has tackled topics like how venture capitalists are measured, the impact ... 查看全文

Consumerism Commentary: A Personal Finance Blog

04-15
50 Tips to Help Establish Your Emergency Fund
One of the first steps to cleaning up ones financial situation before embarking on the journey to become financially independent is the establishment of an emergency fund.An emergency fund, in its mos... 查看全文

05-20
Emergency Communications--page 26
查看全文

Get Rich Slowly

04-15
Learning to Love the Emergency Fund
I wasnt raised in a culture of saving. My parents never made it a habit, and so could not pass the skill on to me or my brothers. In fact, I didnt establish my first savings account until three years ... 查看全文

fivecentnickel.com

04-15
Building an Emergency Fund
Im sure that youve heard this before, but it bears repeating When youre getting your financial house in order, the first step should be to build up an emergency fund. The purpose of this fund is to al... 查看全文

Frugal Village

05-06
Save your cash for baby’s college education
DEAR SARA: I just found out that I’m pregnant, and I want to be prepared for baby expenses. I don’t see the need to spend a lot of money, but it’s difficult to pinpoint where frugality stops and exces... 查看全文

The List Universe

05-09
Top 10 Tips For Making An Emergency Landing
It seems like a good time to add to our survival lists with this next exciting installment, aimed at teaching you how to land a light plane in the case of emergency. 查看全文

Frugal Village

01-22
Build an emergency fund before you need it
0px;” 0px 10px>If there isn’t money enough to go around, starting an emergency fund seems impossible. If an emergency happens, like a car breaking down, people pop the repair bill on their credit card... 查看全文

Parenting & Pregnancy

02-18
Emergency Childcare - Childminder UK
A award winning service from My Family Care that allows parents to search for and book their nearest nursery or childminder place, or an emergency nanny, up to 3 months in advance. Heaven sent for tho... 查看全文
More Articles