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Tag Archives: Retirement

Woodlands-Area Adviser Suspended 90 Days, Firm Fined $15,000

Texas Securities Commissioner Travis J. Iles on Oct. 23 entered a Disciplinary Order that suspended investment adviser John Michael McDonough for 90 days and fined 212 Advisory Group LLC $15,000 for violating a previous agreement regarding securities regulations. The Securities Commissioner in 2015 approved McDonough’s registration as an investment adviser representative in Texas with 212 Advisory Group, ...

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Getting Paid – Claiming Unpaid Life Insurance Benefits in Texas

By Barbara Gyure The phone rings. It’s someone from the Texas Comptroller’s office who wants to give you money – lots of money. Hundreds of thousands of dollars in cash. Are you dreaming? Maybe not. With tears in his eyes, Jeffrey Malloy, a claims examiner in the Comptroller’s office, hangs up the phone. ...

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ERS Accepting Applications for the Group Benefits Advisory Committee

ERS will be accepting applications through October 15 to serve on the Group Benefits Advisory Committee (GBAC). The GBAC was created to advise the ERS Board in the planning and development of employee benefits programs for employees and retirees participating in the Texas Employees Group Benefits Program. Goal: To ensure that ...

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Investor Alert: Pension Advance Scams

If you are receiving regular payments from your pension, keep an eye out for sales pitches that ask you to trade the stability of those payments for the opportunity to make a quick buck. The come-on will probably be as subtle as a used-car ad: Are you earning a pension from ...

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Texas State Securities Board Releases 2016 Investor Guide

Tune Out the Financial Static, Turn On to the 2016 Investor Guide   The State Securities Board’s newest version of the Texas Investor Guide has landed, bigger and better than ever. The 2016 edition of the Texas Investor Guide: Strategies for Investing Wisely and Avoiding Financial Fraud, has been substantially revised ...

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