Monica Felton MBA, CFP
Monica Felton MBA, CFP
  • Видео 124
  • Просмотров 36 792
What's happening With Student Loan Forgiveness?
What’s happening with The Biden Student Loan Forgiveness Program - SAVE?
Why is the SAVE program back with the Supreme Court?
Do I have to pay my loans during this dispute?
Find out all this and more -
#collegefunding #studentloans #studentdebt #repay #save #loanforgiveness
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I help families save and pay for large capital expenses (like college) in the most efficient way so they don't sacrifice their financial future. With education that people can see, hear and understand, I motivate people to take action, financially, so they can achieve their financial freedom quicker!
✅ For more financial tips, Like and Subscribe at my RUclips channel: youtube.com/@MonicaFeltonCFP/?sub_confir...
Просмотров: 122

Видео

Update for FAFSA 2025/26 College Year
Просмотров 271День назад
The FAFSA open Dec. 1st 2024 for the 2025/26 College year. Many changes have happened. For an update on FAFSA and College Funding, watch this video. Understand your SAI and will financial aid will help you?? #fafsa #sai #financialaid #collegeplanning #college Faced with the gargantuan cost of college, families feel they have to choose between securing their children’s future or their own. The g...
2024/2025 FAFSA: How to Get Need Based Financial Aid?
Просмотров 16428 дней назад
2024/2025 FAFSA: How to Get Need Based Financial Aid? Based on FAFSA and SAI - I have need and want financial aid. How do I get my need filled? Get your free personalized college planning report: www.monicafelton.com/college/ This will tell you your SAI and if you will get financial aid! #fafsa #sai #financialaid #collegeplanning #college I help families save and pay for large capital expenses ...
2024/2025 FAFSA: What is the SAI number and how does it affect my financial aid?
Просмотров 211Месяц назад
2024/2025 FAFSA: What is the SAI number and how does it affect my financial aid? In this video, I'll be explaining what is the use of Student Aid Index (SAI) number for the new 2024-2025 Free Application for Federal Student Aid (FAFSA). I'll explain how SAI number affect your financial aid. Get your free personalized college planning report: www.monicafelton.com/college/ This will tell you your...
FAFSA 2024/2025: What is the Student Aid Index SAI
Просмотров 161Месяц назад
In this video, I explain what is Student Aid Index. This is the amount a family is expected to pay for college. Understand the facts around SAI and what you are expected to pay for college. Get your free personalized college planning report: www.monicafelton.com/college/ This will tell you your SAI and if you will get financial aid! #studentaidindex #fafsa #sai I help families save and pay for ...
New FAFSA 2024/2025 Updates - What You Need To Know
Просмотров 203Месяц назад
9 FAFSA Updates You Need to Know The New FAFSA form is live on www.studentaid.gov but be patient...better yet, wait another week or two. There is no rush to fill it out! Here are 9 updates with the new FAFSA that will take place for all students attending college in the 2025/26 school year. #fafsa #fafsa2024 #sai I help families save and pay for large capital expenses (like college) in the most...
2024/2025 FAFSA: Don’t fill out FAFSA until you have completed this
Просмотров 171Месяц назад
Don’t fill out FAFSA until you have completed this college report. This is mandatory before filling out the FAFSA form 2024/2025 academic year. This is to help the parents. Free Application for Federal Student Aid (FAFSA®) Your college uses your FAFSA data to determine your federal aid eligibility. Many states and colleges use FAFSA data to award their own aid. Get your free personalized colleg...
2025/2026 FAFSA - What You Need To Know
Просмотров 9992 месяца назад
The first and most important step to take on your federal student aid journey is submitting the Free Application for Federal Student Aid (FAFSA) form. Set yourself up for success: Know what to expect when you start the 2025-26 FAFSA form. How to Calculate Student Aid Index (SAI): ruclips.net/video/dGHi1-e9PJA/видео.html Get your free personalized college planning report: www.monicafelton.com/co...
How to access cash value in a dividend paying whole life policy to fund college
Просмотров 712 месяца назад
How to access cash value in a dividend paying whole life policy to fund college
2024/25 FAFSA: Understanding Parent PLUS Loans
Просмотров 3922 месяца назад
2024/25 FAFSA: Understanding Parent PLUS Loans
2024/25 FAFSA: Subsidized & Unsubsidized Student Loan Explained
Просмотров 9222 месяца назад
2024/25 FAFSA: Subsidized & Unsubsidized Student Loan Explained
529 Plans Will Hurt Eligibility For Financial Aid | HUGE PROBLEM with 529 Plans
Просмотров 2903 месяца назад
529 Plans Will Hurt Eligibility For Financial Aid | HUGE PROBLEM with 529 Plans
2024/2025 FAFSA: How do you get Financial Aid?
Просмотров 8533 месяца назад
2024/2025 FAFSA: How do you get Financial Aid?
2024-2025 FAFSA: What is the SAI number and what does it mean to me?
Просмотров 3,9 тыс.3 месяца назад
2024-2025 FAFSA: What is the SAI number and what does it mean to me?
Your Average Rate of Return is a LIE: Average vs. Actual Return
Просмотров 594 месяца назад
Your Average Rate of Return is a LIE: Average vs. Actual Return
Boost Your Savings Returns With Zero Risk - Maximize Efficiency Now!
Просмотров 264 месяца назад
Boost Your Savings Returns With Zero Risk - Maximize Efficiency Now!
How To Get Your SAI - Student Aid Index | What Will You Pay For College?
Просмотров 2844 месяца назад
How To Get Your SAI - Student Aid Index | What Will You Pay For College?
Comparing Ways To Pay For College | What You Need To Avoid and What’s Going To Hurt Financial Aid
Просмотров 1304 месяца назад
Comparing Ways To Pay For College | What You Need To Avoid and What’s Going To Hurt Financial Aid
Don’t save one dollar in a 529 plan until you understand this…
Просмотров 1045 месяцев назад
Don’t save one dollar in a 529 plan until you understand this…
Saving $10,000 Or More On College Cost - Webinar
Просмотров 855 месяцев назад
Saving $10,000 Or More On College Cost - Webinar
2024/2025 FAFSA: What is the Student Aid Index
Просмотров 6 тыс.5 месяцев назад
2024/2025 FAFSA: What is the Student Aid Index
College Planning and Funding Strategies
Просмотров 626 месяцев назад
College Planning and Funding Strategies
Student Aid Index - SAI Calculator | Personalized College Planning Report
Просмотров 956 месяцев назад
Student Aid Index - SAI Calculator | Personalized College Planning Report
SAI - Understand your expected family contribution with the Free College Planning Report
Просмотров 1426 месяцев назад
SAI - Understand your expected family contribution with the Free College Planning Report
FINANCIAL PLANNER EXPLAINS: Maximize Wealth With Safe Money/Savings
Просмотров 376 месяцев назад
FINANCIAL PLANNER EXPLAINS: Maximize Wealth With Safe Money/Savings
FINANCIAL PLANNER EXPLAINS: The Optimal Order For Saving and Investing Your Money
Просмотров 486 месяцев назад
FINANCIAL PLANNER EXPLAINS: The Optimal Order For Saving and Investing Your Money
How Personal Economic Models Tackle Money Problems Head-On
Просмотров 606 месяцев назад
How Personal Economic Models Tackle Money Problems Head-On
What It Really Means and How to Achieve Financial Freedom
Просмотров 1057 месяцев назад
What It Really Means and How to Achieve Financial Freedom
FAFSA 2024/25 Live - Updates You Need to Know
Просмотров 2,7 тыс.7 месяцев назад
FAFSA 2024/25 Live - Updates You Need to Know
Financial Predictions and Trends in 2024
Просмотров 697 месяцев назад
Financial Predictions and Trends in 2024

Комментарии

  • @gelnaralharbi2858
    @gelnaralharbi2858 День назад

    Thank you ! That’s actually helped me made a good decision before entering a graduate school this Fall! I was excited but… I have to wait I guess 🙂

    • @MonicaFeltonCFP
      @MonicaFeltonCFP День назад

      This loan forgiveness is so confusing and changes regularly. Hang in there and good luck!

  • @TheTravelAddictCo
    @TheTravelAddictCo 7 дней назад

    So I’m not on my business account but I absolutely love this video and the way you’re able to lay this information out so clearly for people. I’ve got to ask how in the world did you create that system that you were using that allows you to show all of this? I’ve got to get my hands on this to help educate people! Great stuff, would love to know if you built that out yourself

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 7 дней назад

      Thank you! This software is amazing and i can not take credit. Don Blanton is an amazing person and brilliant man. He created MoneyTrax over 30 years ago. Please tell them i sent you! Good luck!

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 10 дней назад

    The equation is COA -cost of attendance minus SAI-student aid index equals need. If your SAI number is 1300, you will be eligible for significant need. You should also be eligible for Pell grants. Please remember, just because you have need doesn’t mean the school has to fill it. Good luck!

  • @ca-so1pv
    @ca-so1pv 10 дней назад

    Hello Monica, I have a question, with an approximate score of 1300, how much aid money is it? Thanks for your information, very good video.

  • @berrakose8901
    @berrakose8901 20 дней назад

    What if it says 0 please help!

  • @creekmaster3125
    @creekmaster3125 23 дня назад

    You mention "based on mom and dad" but we are divorced and it's my understanding that FASFA only counts the parent who has most financial responsibility and doesn't even count the other parent. And that's even if the other parent is required to pay half of the tuition based on the child custody agreement.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 21 день назад

      You are correct! For divorce parents, the financial information is required of the parent predominantly responsible for finances, or who claims the child on their tax return.

  • @TasniaRahmanTisha-u2k
    @TasniaRahmanTisha-u2k 23 дня назад

    Hi Dear How are you? Great. Your Content is fantastic, But your video SEO optimization section area is not perfectly up to date. Out of 100 that's score is 50, that's why your video is not reaching out to the people and you have not many subscribers, views, likes, watch time and comments. I can help you grow your RUclips channel. If you don't mind can we talk about it for a while?

  • @user-kz7ft6dp2u
    @user-kz7ft6dp2u 28 дней назад

    This makes so much more sense. I'll definitely be emailing this to my mom. Thank you <3

  • @houseofob3479
    @houseofob3479 Месяц назад

    Thank you for sharing!

  • @mdborhan9703
    @mdborhan9703 Месяц назад

    Hey There, It's Borhan here! I'm a huge fan of your "Monica Felton MBA, CFP" RUclips channel. Your content is always top-notch, and I can see the passion and effort you pour into each video. I believe you have incredible potential to reach an even wider audience with a solid RUclips strategy. I would love to schedule a short meeting with you to discuss how I can help you grow your channel faster. This is not a sales call, but an opportunity to share ideas and offer assistance. Let me know if you're interested, and we can find a convenient time to chat. Thanks for your time and for creating such amazing content. Keep up the fantastic work!

  • @HectorLopez_
    @HectorLopez_ 2 месяца назад

    So do they give me the fafsa loan amount directly to my bank account or is it only available by the college ?? Because I want to go to CDL school but i cant pay for my bills while in my semester

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 месяца назад

      Most student loans are paid to the school directly and they credit your account. Direct student and parent loans are to be used for the college expense.

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 2 месяца назад

    There is my understanding that you can go back in and change the FAFSA. If you’re unsuccessful, you would need to reach out to each school individually and tell them of the mistake.

  • @samling4246
    @samling4246 2 месяца назад

    Hi, I mistakely put my parent's TSP retirement stocks as parents ' assets on FAFSA. I am wondering if i can still make a correction after I already received the PAL? Thank you!

  • @samling4246
    @samling4246 2 месяца назад

    Hi, I mistakenly put my parents ' TSP retirement stocks as parents ' assets on FAFSA. Am l able to correct it after I received the provisional aid letter?

  • @mauriciomeave5353
    @mauriciomeave5353 2 месяца назад

    This was very informative and explained in simple terms

  • @hollydutton9876
    @hollydutton9876 2 месяца назад

    You failed to mention work-study to meet needs, and private scholarships as a source (in addition to government and the school).

  • @salonysing6214
    @salonysing6214 2 месяца назад

    Hi, we live in india but my daughter is citizen of usa she wants to go USA for further study. can we eligible for fafsa? Plz reply

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 месяца назад

      Mom and dad citizenship does not impact students ability to receive benefits from the FAFSA.

    • @salonysing6214
      @salonysing6214 2 месяца назад

      Thanks for the reply.

  • @josiahfisher4791
    @josiahfisher4791 2 месяца назад

    Young married grad student here... I am completely independent from my parents and have an SAI of -1500. In the COA - SAI = Need equation you presented, would my Need be capped off by my COA? Or would my Need > COA by 1500? Helpful video--thanks very much!

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 месяца назад

      No, you are only eligible for the total COA. They don’t give you $1500 more!

    • @josiahfisher4791
      @josiahfisher4791 2 месяца назад

      Ok thank you!!

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 3 месяца назад

    This video explains college savings assets pros and cons ruclips.net/video/Ezxn9w85N3M/видео.htmlsi=xWG9rIyr_-96Kvsq

  • @IsaacV-kb9rw
    @IsaacV-kb9rw 3 месяца назад

    My SAI says ( estimated student aid index ) SAI = -1500 “what does that mean”

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      It mean you are eligible for 100% need based financial aid. Please watch for more details ruclips.net/video/vZVp4Z5iJtk/видео.htmlsi=edwc0-g0aGgKb2hs

  • @udaykhatry
    @udaykhatry 3 месяца назад

    😂😂😂😂 screaming doesn’t make it true

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      I am just so passionate! Working with 10-15 families a week, I see the impact of 529s and how 529s reduce the amount of need based Finanical aid. Families need all the help they can get 😊

    • @udaykhatry
      @udaykhatry 3 месяца назад

      @@MonicaFeltonCFP Please provide your source. As of 2023 (last time I filled out FASFa), UTMA balance hurts need based scholarship in FASFA form, not 529 plan. 529 was exempt. Rules might have changed between them and now.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      529 plan must be reported and is usually a parent asset not student. studentaid.gov/help-center/answers/article/where-to-report-529-plan-in-fafsa

    • @udaykhatry
      @udaykhatry 3 месяца назад

      @@MonicaFeltonCFP That is correct! 529 plan as well as parents IRA must be reported but I think the 529 and IRAs are exempt from parent asset unlike the UTMA accounts. Reporting and adding to total asset that can reduce need based scholarship are two different things.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      529 plans are not exempt.

  • @gursimranwander601
    @gursimranwander601 3 месяца назад

    Hi my estimated sai came to 10k what should i expect mam?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      Your family contribution is at least $10,000. Depending on how academic the Student is and how badly the school wants the student, they can help you meet the rest of your need. But the SAI is the baseline of what you’ll have to pay, but most families have to pay more.

  • @nuggetlovesgilliananderson
    @nuggetlovesgilliananderson 3 месяца назад

    when being super poor actually benefits you 😂

  • @user-dizoro
    @user-dizoro 3 месяца назад

    thanks, that is really really good n valuable stuff!

  • @kelseyandthealphaandlittle1802
    @kelseyandthealphaandlittle1802 3 месяца назад

    My SAI was -1500. What does that mean?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      It means you’re eligible for need based financial aid. Watch for more info ruclips.net/video/vZVp4Z5iJtk/видео.htmlsi=XBgEyeCIm5WTpFzH

  • @cogcog312
    @cogcog312 3 месяца назад

    Excellent content. Thanks.

  • @seanyounk1
    @seanyounk1 3 месяца назад

    Thanks. It was particularly interesting to see what assets are student assets and which ones are parent aseets.

  • @carlw.8671
    @carlw.8671 3 месяца назад

    I apied for fafsa 3 days ago got it back and said processed... it dosent say if im getting a grant or financial aid loan.... do the schools reach out to me? Dont knlw where to go from here please help.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      HI Carl, FAFSA is still processing your information. They have not sent it to your schools yet. You will need to keep checking back with FAFSA to see when you information has been released to the school. It is a very frustrating time right now. All i can say is I am so sorry and patience.

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 3 месяца назад

    I just created a new video on Understanding SAI - Enjoy! ruclips.net/video/R2Vwik1hKgQ/видео.htmlsi=YEvGEykp5zqs6tKj

  • @JennyAmigo31
    @JennyAmigo31 4 месяца назад

    It has been stressful- now we are still waiting- and it’s mid April

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      Yes, my heart goes out to you and all families with college freshman this 24/25 year. The rollout of the Fafsa simplification act has been a disaster. So much delay and uncertainty. We are all waiting with fingers crossed. Good luck to you and your family. 😇

  • @alejandrocartayamacias2394
    @alejandrocartayamacias2394 4 месяца назад

    Hello, I was wondering if the SAI is a negative number, what does it mean?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 4 месяца назад

      You can have a -1500 SAI. This means you are eligible for 100 % of your need. Very few schools met need 100% so you will need to pay something. You will be eligible for a Pell grant.

    • @PretteBrownEyezz
      @PretteBrownEyezz 4 месяца назад

      @@MonicaFeltonCFP Hi Monica I am new to your page. My daughter's SAI is a negative number as well. Will the amount the student is required to pay be somewhere in the range of the Pell grant amount they received or will be required to still pay something along with the Pell grant? Thanks in advance!

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 4 месяца назад

      If your student index is negative that means you’ll be eligible for 100% need. The equation is cost of attendance minus student aid index equals need. Depending on the cost of the school, that will determine how much you’re eligible for. With a negative SAI, you will be eligible for Pell grant which are almost $8000 a year. This does not need to be paid back. Most schools, will not meet 100% need. Cost of attendance is $25,000, and your SAI is -1500 that means you’ll be eligible for help w 25,000. Likely, the school won’t meet 100% of the $25,000. Depending on the academics of your student, will determine how generous the school wants to be.

    • @PretteBrownEyezz
      @PretteBrownEyezz 4 месяца назад

      @@MonicaFeltonCFP Thank you!!

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      just created a new video on Understanding SAI - Enjoy! ruclips.net/video/R2Vwik1hKgQ/видео.htmlsi=YEvGEykp5zqs6tKj

  • @dennistaraporewala
    @dennistaraporewala 4 месяца назад

    Hi @MonicaFeltonCFP I have twin kids joining this fall 2024. Their FAFSA Estimated SAI has come to 166545 (for each kid respectively) - what does this number mean? Does it mean it has assessed we can pay $166,545 over the total four years for the kid as opposed to say ech year respectively? And what does it translate into for our contribution to actual fees or to the amount of AID we could receive?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 4 месяца назад

      SAI is the baseline of what your family is expected to pay. Based on your assets and income, SAI expect you to pay $166,000 per student. This basically means you’re expected to pay for all college. You will not get any need-based financial aid help. But it’s possible you’ll get Merit money depending on the academics of your student. I would welcome a conversation with you. You look like you’ll be a full paid family and could use different strategies to make college more affordable. calendly.com/monicafeltoncfp/save-on-college

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      I just created a new video on Understanding SAI - Enjoy! ruclips.net/video/R2Vwik1hKgQ/видео.htmlsi=YEvGEykp5zqs6tKj

  • @geovanny6049
    @geovanny6049 4 месяца назад

    Hello, How SAI # affect your Student Aid. Is it better a lower # vs a higher # or vice versa? Example: 1)Peter has a student SAI of 1000 2)Susan has a student SAI of 1820 Which student pay less for college if both go to the same school.?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      SAI represents the baseline of what a family has to pay for one student to go to college. The lower, the SAI the less money the family is expected to pay. This is based on the government, the colleges might have a different idea. Colleges determine how much they want to help you with. If you don’t have a good student, the college doesn’t have to help you. SAI is just the baseline or first step to what you’ll have to pay for college.

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 4 месяца назад

    In my experience, first come first serve, is inaccurate. It’s more important to fill out the forms accurately.

  • @AP-lj4jj
    @AP-lj4jj 5 месяцев назад

    Thank you very much for the explanation!

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 5 месяцев назад

    Great question! SAI, or student aid index represents what you’re expected to pay for college. Both dependent and independent students will have a student aid index. To qualify for independent, you have to be at least 24 years old, married, on active duty in the US military, have children, an orphan, or be award of the state. As an independent, you can qualify for more financial aid because there’s no parents supporting you.

  • @MonicaFeltonCFP
    @MonicaFeltonCFP 5 месяцев назад

    A negative number for your student aid index is new for the 2024 school year. Basically means your student aid index is zero. You’re expected to pay nothing. This will mean you’re eligible for pell grants but need-based Financial Aid from the school. How generous the school wants to be, is completely dependent on how badly they want your student to attend.

  • @tedkyllonen6856
    @tedkyllonen6856 5 месяцев назад

    I am 68 years old. I filed my FASA on 2/24/2024. My estimated student aid index (ASI) is-1500. Does this mean that I have to pay all of my schooling.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 3 месяца назад

      I just created a new video on Understanding SAI - Enjoy! ruclips.net/video/R2Vwik1hKgQ/видео.htmlsi=YEvGEykp5zqs6tKj

  • @FrankStafford
    @FrankStafford 6 месяцев назад

    Thank you for this info.

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 4 месяца назад

      Glad it was helpful!

    • @joycemoore9172
      @joycemoore9172 4 месяца назад

      You said there is no rush but everything I have read says first come, first serve.

  • @elfuturomio
    @elfuturomio 7 месяцев назад

    The algorithm time of the month whats the point pf ai if it has monthly cycles

  • @pilotdude9833
    @pilotdude9833 Год назад

    This is crap.

  • @MonicaFeltonCFP
    @MonicaFeltonCFP Год назад

    Click the link to learn how you can implement The Wealth Builder Strategy into you financial plan: www.monicafelton.com/landing-page-c/

  • @AnowarHossain-tz1qb
    @AnowarHossain-tz1qb Год назад

    Nice

  • @edselzambrano307
    @edselzambrano307 Год назад

    😁hi

  • @helengallagher7886
    @helengallagher7886 Год назад

    🙌 ƤRO𝓂O𝕤ᗰ

  • @astroman30
    @astroman30 2 года назад

    Simple Question, what happens to the cash value when the person dies?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 года назад

      Your estate receives the death benefit, which is higher than the cash value. The death benefit will pay off any outstanding loans against the policy and the remainder goes to estate income tax free.

    • @astroman30
      @astroman30 2 года назад

      @@MonicaFeltonCFP So, BORROW against your own money only for the insurance company to keep, and you think this is a good plan?

  • @Cody-vc1wz
    @Cody-vc1wz 2 года назад

    I love the variation in your videos! Never gets boring on your channel :D!!! Fast results only = P-R-O-M-O-S-M !!

  • @diegopradillo2743
    @diegopradillo2743 2 года назад

    Can you pay the loan back with the actual money from the life insurance policy afterwards or will you be stuck having to pay the loan out monthly and making the premium payments as well?

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 года назад

      You have choices; you can pay the loan back with income or other assets or never pay the loan back and when you die, the death benefit will pay the loan back first and then the rest will go to your estate income tax free.

  • @lamontjohnson1158
    @lamontjohnson1158 2 года назад

    How do I contact you

    • @MonicaFeltonCFP
      @MonicaFeltonCFP 2 года назад

      Monica@monicafelton.com 480.401.2616 Www.monicafelton.com

  • @dailstancill720
    @dailstancill720 2 года назад

    The interest rate is part of the time value of money formula. No magic or cryptic. Installment loans allow large purchases to be afforded over time. If one has income ro pay more principal so be it.