Financial Topics Newsletter

February 2010   Wednesday, March 10, 2010
Don't Believe Everything You Think
Confirmation Bias & 2 Other Financial Mind Traps
http://www.amazon.com/Dont-Believe-Everything-You-...

What is the single greatest threat to your wealth?  Your brain!  “Smart people believe weird things because they are skilled at defending beliefs they arrived at for non-smart reasons.” –Michael Shermer.
[FULL STORY]
 
Easing into Retirement
For most of your working life, you've looked forward to the day when you can quit your job and start enjoying retirement. But in recent years, talk of longer life expectancies, uncertain Social Security benefits, declining pension benefits, unknown inflation rates, and low retirement savings made retiring at a relatively young age seem difficult.
[FULL ARTICLE]
 
Watch Out for These Estimating Mistakes
When determining how much to save by retirement age, several variables must be considered, some requiring estimates that will span decades. Three of the most significant estimating mistakes to watch out for are...
[FULL ARTICLE]
 
Finding Money to Save
Everyone knows that they should be saving at least 10% of their gross income for retirement, but that can seem like an impossible goal after paying all your bills. However, don't just figure that goal is unachievable without first looking at the after-tax cost.
[FULL ARTICLE]
 
Avoid These Life Insurance Mistakes
Life insurance can be used for a variety of personal and estate planning needs. To ensure your life insurance policy meets your needs, watch out for these common mistakes...
[FULL ARTICLE]
 
Updating Documents
Whether this is your first, second, or subsequent marriage, take a look at major legal documents to see if changes are needed. Even if you've been married for a while, it's not a bad idea to review estate planning documents, asset ownership, assets with beneficiaries, and business arrangements.
[FULL ARTICLE]
 

Greg Peterson holds a bachelor’s degree in Global Economy from BYU and an MBA in Finance & Entrepreneurship from the Marriott School of Management at BYU, where he was a Dean’s Scholar and 1st runner up in The Student Entrepreneur of The Year Award. He has started & managed several successful companies. After tenures at Merrill Lynch, Fisher Investments, & Smith Barney, he founded Peterson Wealth Management in 2007 to focus on high-quality, low-cost
401(k) plans as well as wealth management for households with over $100,000 to invest.

 
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Published by Greg Peterson, CFP®
Copyright © 2010 Integrated Concepts Group, Inc.. All rights reserved.

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Peterson Wealth Management is not an affiliate of NEXT Financial Group, Inc.

Some information provided in this newsletter was prepared by Integrated Concepts. This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.

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