-Caveat Lector-

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Subject: ESPFwd: Middle-Class Woes

EVEN MIDDLE-CLASS AMERICANS HAVE SOME TROUBLE MEETING
BASIC NEEDS

 July 9, 1999  Web posted at: 7:14 AM EDT (1114 GMT)

 WASHINGTON (AP) -- Luanne Shirling didn't think of
herself as someone on the financial edge. She and her
husband had good jobs and not much debt and were
starting to fix up their house.

 But she didn't have health insurance, and she
unexpectedly became pregnant. She ended up with
complications, a Caesarean section and $20,000 in
medical bills. Before long, she had missed several
mortgage payments and even had to use food stamps for a
short while.

 She's not alone. Some 49 million Americans -- or 20
percent of the nation -- had trouble meeting basic needs
at least once in 1995. That includes paying rent,
mortgages, food and utility bills.

 The poorest, of course, were most likely to have
trouble. But many, like the Shirlings, are solidly
middle class. And 8.1 million were in families earning
more than $45,700 a year, the Census Bureau said in a
report being released Friday.

 "We were not really saving when all of a sudden -- bam!
-- this hit," said Shirling, of Warrenton, Virginia,
whose family income was about $35,000 -- putting them
near the national average. "I think a lot of people out
there think they're getting by and doing fine and don't
realize how devastating it can be."

 Nationwide, about 19.5 million of those who had trouble
meeting basic needs had household incomes in the bottom
20 percent of the nation, meaning less than $16,800 per
year. Another 12.2 million were below $30,400.

 Living on the financial edge

 But 5.2 million people had incomes above $45,700, and
another 2.9 million were above $68,700 -- in the
wealthiest fifth of the nation.

 Experts explain that many families with healthy incomes
are still living close to the financial edge, without
enough saved for an emergency. It's particularly
dangerous for families living in expensive cities or
carrying large mortgages or personal debt.

 That makes them vulnerable to unexpected financial hits
-- a layoff or large medical bill, for instance. Or
divorce can often push a family into financial crisis,
with the people who used to pay one rent or mortgage now
forced to pay two.

 The Census Bureau also asked Americans who would help
them if they had trouble. More than three in four said
they expected to get help if they needed it, mostly from
family and friends.

 But only 17 percent of those who ran into trouble
actually got help, mostly from family but also from
government.

 Not enough savings

 Part of the difference in who needs help may be family
stability, said Census demographer Kurt J. Bauman, who
wrote the report. He noted that the elderly, who often
live near the poverty line, were the age group least
likely to report trouble meeting basic needs. But the
elderly generally have fixed incomes and stable
expenses.

 The most vulnerable group was children, who are also
the poorest Americans. Nearly 30 percent of children
lived in a family that had trouble meeting basic needs.
Blacks and Hispanics were more likely to report trouble
than whites, as were female-headed families -- all
groups that are more likely to be poor, as well.

 But the report's more surprising findings dealt with
those who are not poor, but firmly in the middle class
or above.

 The problem is that many of these families do not save
enough money, said Joanne Kerstetter, president of the
Consumer Credit Counseling Service, which helps
consumers restructure their debt.

 "They haven't been taught how to handle their finances.
When any type of crisis hits, they don't have savings to
fall back on," she said.

 An estimated 55 percent to 60 percent of households
carry some credit card debt, said Stephen Brobeck,
executive director of the Consumer Federation of
America. Interest payments and fees quickly add up.

 "Even small differences can determine whether a
lifestyle is sustainable or not," he said. "Eventually
it catches up with you."

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