Articles

Pick Up the PACE: Plan. Act. Control. Evaluate. Retirement Planning for Boomers and Beyond


You’ve reached age 60, but are you financially ready to retire in the next 2 to 6 years? A growing number of people will work well beyond retirement age, not because they want to, but because they have to in order to meet living expenses. Even though most people are saving, they are not saving...
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He Ain’t Heavy, He’s My Co-Defendant: Brothers Indicted in $2.6M Forex Fraud


Texas State Securities Board Case Alert Rodney Lee Wagner and Roger Harvey Wagner, who promised investors huge profits through foreign currency trading, were indicted Sept. 9 in the U.S. District Court for the Eastern District of Texas on one count each of conspiracy to commit wire fraud and three counts each of wire fraud....
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Reverse Mortgages Can Provide Retirement Security


If you’re 62 or older and need a source of money to pay off your current mortgage, make home repairs, supplement your retirement income or pay for any other expenses, you may have considered a reverse mortgage. A reverse mortgage is a loan that allows you to convert part of the equity in your home...
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Dallas Securities Dealer Fined Over Sales of Alternative Investments


WFG Investments Inc. of Dallas was reprimanded and fined $175,000 for failing to determine whether the sales of alternative investments exposed clients to excessive risk. The Disciplinary Order, entered Sept. 3 by Securities Commissioner John Morgan, found that WFG violated the supervisory procedures it established to make sure its registered agents were selling suitable investments to...
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