Magic Pill or Financial Salvation? Is Debt-Free really Free?
@ 8:15 pm
If you work in the financial services industry or know someone who does, you have likely been hearing about Money Merge Accounts.
The premise behind these accounts is that you can eliminate debt to ½ or as little as 1/3 of the timeline. The fee being charged is only for software. The software will show you how to eliminate all of your debt, including your mortgage. Estimates are given of roughly nine years.
Is a Money Merge Account the right system to employ to eliminate debt?
It depends upon how you look at things. Some people use a real estate broker to purchase a home while others believe they get a bargain by purchasing a FSBO (For Sale By Owner) home. By purchasing FSBO, no real estate broker commission is paid and some people believe they must be saving money. After all, a real estate commission adds around 6% to the price.
Except don’t forget what a qualified real estate broker can save a seller or a buyer in any given transaction. Agents can add value owing to keen negotiating skills, knowledge of the market, or hidden defects.
The same logic holds true when engaging CPAs, financial planners, and investment counselors. “Do it yourself” thinking seems to not apply to medical professionals. I suppose because the risk of being your own doctor or dentist is painfully evident whether the treatment be successful or not.
So how do Money Merge Accounts (MMA) work and what are the pros and cons?
How it is presented is that the “User” purchases the software and opens a home equity line of credit. The first charge to the home equity line is, of course, the $3600 fee to purchase the software. The User then engages the software, inputting personal information regarding income and debt. The software then projects a pattern of using income, credit from the home equity line of credit, and altered spending patterns that result in the elimination of all debt in less than half the time.
The User has to “deposit” all of their net income to pay down the home equity line of credit. Then, the User draws from the home equity line of credit to pay their normal living expenses. The concept here is that when you pay the “balance” in full, you pay no interest on the money briefly borrowed or substantially less interest owing to the substantially smaller balance on the home equity line of credit.
The User has to follow the instruction of the software and make an advance from the home equity line of credit and apply it as an additional principle reduction to their first mortgage. In this manner the larger amortized balances of interest on a first mortgage are bypassed and the smaller principle amount is transferred to the home equity line of credit. There, the User will benefit from “residual” of net monthly income to aggressively reduce this new advance. While whittling down the principle on the home equity line, the User is paying substantially smaller amounts of interest.
I attended a meeting that explained this process. As I sat and watched the whole plan unfold, I became excited. Wow. Anyone could sell this! It was amazing! I looked around the room. There were Realtors, car salespeople, and mortgage brokers. Interesting. These were not stupid people.
These professionals were not as busy as when sub-prime mortgages and easy credit terms ruled the roost.
And then I remembered when I’d felt that way before. It was in my eighth grade algebra class when my math teacher revealed the magic of math before my very eyes…and I understood it.
The feeling we get when we understand a complicated math problem such as the money merge account can sometimes lead us to believe that the system or product being explained is a great idea. When we have a flood of understanding, we are filled with endorphins and have a sense of superior accomplishment.
This is how “magic pill” sales pitches work.
It isn’t necessarily a bad idea to prepay your debt. And for some, the purchase of the software may be a useful tool to accomplish that end.
You will have to be credit worthy (around a 660 credit score) and have sufficient equity in your home to engage in the MMA system.
For $3600, I could engage the services of a qualified Certified Personal Accountant for around 36 hours or so to help me move toward my best financial life. With this expense, I get the bonus of a relationship with a professional who knows me by name and gets to know my strengths and weaknesses. That professional will even take steps to maximize my personal strengths and minimize my personal weaknesses. A professional is also knowledgeable about money, markets, and risk. A CPA can certainly maximize my tax savings to free up assets to reduce debt.
For $3600, I could buy all the coffee and snacks for a debt reduction group (debt therapy) for over two years of meetings.
Dave Ramsey has been cited in some of the meetings demonstrating this software. On his web site, however, he says, in effect, that if someone has $3600, they ought to go ahead and use it to reduce debt. Focusing on debt reduction aggressively (duh!) usually results in a significantly reduced time line to eliminate debt. The “magic pill” sales pitch concerns him.
The President of Operations for Consumer Credit Counseling Services, Johnny Cantrell
says “some clients are not financially knowledgeable enough or sophisticated enough to succeed with their system.” In a nation where the average savings rate has been a negative number for several years, more than 40% of Americans are reported to be two paychecks away from financial disaster, and bankruptcy has risen to an all time high, that statement makes a lot of sense.
The Internet and technology has made the space between humans seem greater and wider. With the shifts that have happened in the economy, it is expected that consumers will be turning back to the quality of highly trained professionals to provide the valuable financial services they need.
Whether someone elects to use software, a highly trained professional, or attempts debt reduction on their own, the one ingredient that is critical is their motivation. Most people feel they need a system, process, or a human being to hold them accountable in order to better guarantee results.
Is a money merge account software system right for you? A financial counselor? A debt elimination group? Slugging it out on your own? Which method is best will depend upon each unique person. The important thing is to chose and get going.
Being covered in debt is demoralizing. It clouds judgment. You miss opportunities. It can be a causation of depression.
For a long time, easy credit has been like a drug given away by pushers and now we are addicted.
Becoming debt free restores your sense of freedom and personal power.







January 29th, 2008 at 4:48 pm
Really nice post. I read alot about MMA, believe in the concept, strategy and the integrity of the company (United First Financial). I am a mortgage broker and feel a fiduciary responsibility to provide my clients with a working knowledge of the ‘money merge’ concept and make sure they know of the availibility of products such as U First’s MMA and CMGs Home Ownership Accelerator loan, both of which use a HELOC to offset interest. I believe ‘money merge’ is the 401k of the future, and will eventually be accepted and desired by a majority of the homeowner populace. A ‘gotta have it’ part of one’s financial plan. I have had financial advisors and CPAs. Each of which has been overworked, distracted, with too many clients. I’m not a big hitter so I’m prioritized as such, receiving little to no valuable consideration beyond what I have to pry from them. They as well, have no magic pill to make me wealthy. What is interesting however, is to consider the difference between humans and the MMA software. the MMA software does not have the foibles of mankind, does not consider emotion, has no distractions, and cannot be overworked, working 24/7/365 without fail. It does not forget about the User. In effect, the software has the potential to constantly hold the hand of the User, guide and counsel them for a lifetime, and has no, that is zero, chance of ill-advising. Therefore the MMA system has earned my considered opinion to be an outstanding, absolutely outstanding, value for most mortgagors. Unfortunately, the concept will remain just that for a generation or so. It has been my experience that this current generation of (hard-headed, non-starting, goal-lacking, happy-go-lucky, poorly educated, gotta-have-it-now, I-don’t-understand, I’m-scared, no-plan) debtors will fight tooth and nail to believe that they are smarter than software. Widespread embracement of the sensibility and practicality of ‘money merge’ will have to wait. For now, most will continue to give the bank their paycheck so the bank can lend the money to someone else and make money, instead of the homeowner making money on their own money using ‘money merge’. Here’s your analogy…Imagine. You live next to a river and you work on the other side. The nearest bridge to cross is 15 miles up the road. You have no choice but to travel that route everyday, 30 miles to get to work.
But then a new bridge is put in closer to home. You are now able to shorten your commute from 30 miles a day to only 10, saving you a lot of time and money!
Would you continue to drive the long route or would you switch to the new, shorter, more affordable route?
MMA, or its equivalent, is the shortest and best route to financial freedom.
Thanks for your post…it is terrific.
January 30th, 2008 at 11:10 pm
Janice: Interesting post. I hadn’t heard of a Money Merge Account. Trent at The Simple Dollar offers up his ideas on an alternative DIY-approach where you can save the $3,600… interesting comments from his readers too.
March 18th, 2008 at 11:19 am
I don’t know much about MMAs but I would have to agree with Dave Ramsey. If you have $3600 to spend, it would be better spent on house payments, student loans, 7 to 9 months worth of groceries. Definitely not some computer software.
And a note to Zeb, a computer and the software on it are only as accurate as the people programming, and later using it. Thus fallible.
July 31st, 2008 at 7:31 am
[…] she asked to write a guest post, I explained my personal view was more in line with Janice here at Queercents or Trent’s post at The Simple Dollar. But the point this site is to offer a variety of viewpoints […]