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Loan Basics

Perhaps you’ve casually lent or borrowed money from a friend before. But more formal loan arrangements from a financial institution come with far more terms you must understand in order to get a fair deal.� Here are the three things you need to know:

Basic 3 parts of a loan

Secured v. Unsecured Loans

Fixed v. Variable interest rates

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Three Parts of a Loan (any loan)

Principal

Interest Rate

Time

The principal, the interest rate, and the loan term

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Principal = �Refers to the baseline sum in financial transactions—the initial amount invested or borrowed

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Interest Rate = �Refers to the interest which is charged to the borrower for the use of the loan

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Time or Term = �Refers to the period of time for which the loan is due

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Secured v. Unsecured Loans

Collateral

Assets that are pledged as security for a loan.

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Secured v. Unsecured Loans

Secured Loans

  • Backed by collateral
  • physical assets like your house or car

  • Long-term

car repossession

  • Lower interest &

risk

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Secured v. Unsecured Loans

Secured Loans

Also called �INSTALLMENT �LOANS

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Secured v. Unsecured Loans

Unsecured Loans

  • No collateral required

  • Short-term
  • High interest rates
  • More risky

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Secured v. Unsecured Loans

Unsecured Loans

Also called

REVOLVING or �OPEN LOANS

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Installment Loans

Revolving Credit

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Three Parts of Loan

PRINCIPAL

INTEREST �RATE

TERM

Installment Loans

Revolving �Credit

Loan Amount

Whatever you spent today + yesterday…

6%

22%

10 Years

Always Open!

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Interest Rates: Fixed v. Variable

Fixed = interest rate stays the same over duration of time

Variable = interest rate can move up or down over the duration of time.

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Interest Rates: Fixed v. Variable

PRINCIPAL

INTEREST �RATE

TERM

Installment Loans

Revolving �Credit

Loan Amount

Whatever you spent today + yesterday…

6%

22%

10 Years

Always Open!

Fixed

Variable