Financial Topics Newsletter

May 2009   Wednesday, September 8, 2010
Top Ten Justifications People Give for Swallowing A Financial Hand Grenade
Rationalizing Self-Destructive Behavior
http://www.hulu.com/watch/72439/saturday-night-liv...

Nobody wakes up in the morning and says, "I want to start walking down a path toward financial destruction." Here are ten common things they do say as they start walking down that path.

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What's Going on with Muni Bonds?
Traditionally, municipal bonds have been relatively safe investments. Over the past couple of years, however, that market has been extremely volatile, due to several factors, including credit rating downgrades, auction failures, and sales by institutional investors.
[FULL ARTICLE]
 
Should You Consider Muni Bonds?
No investment, including municipal bonds, is appropriate for every investor. Before purchasing muni bonds, consider their advantages and disadvantages to see if they are appropriate for your portfolio.
[FULL ARTICLE]
 
Will You Be Able to Work Longer?
Retiring at age 65 without working for the rest of your life is starting to look like a difficult proposition. It was already challenging. Then, most people's retirement savings decreased significantly over the past couple of years due to declining investment and home values. The prospect of funding a retirement that could span 30 years is looking very tough.
[FULL ARTICLE]
 
Rolling Over to a 401(k) Plan
If your 401(k) plan permits, you can roll over balances from a traditional individual retirement account (IRA), but not a Roth IRA, to a 401(k) plan. To qualify as a tax-free rollover, the balance must be rolled over to a 401(k) plan for the same person who owns the IRA, the balance must be rolled over within 60 days, and the maximum amount rolled over cannot exceed amounts that would be includible in gross income if not rolled over
[FULL ARTICLE]
 
Get Your Finances in Order
You'll probably need significant investments to reach your financial goals. But before worrying about investing, you should get your finances in order. Consider these tips.
[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. He and his family reside in Orem, Utah and in Timberlakes Estates, Utah.

 
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Published by Greg Peterson, CFP®
Copyright © 2009 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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