Assets Under Management. Common term and practice used by financial planners, whereby, a percent of your assets under the planner’s care...

FIDUCIARY DUTY.  Simply put, financial planners are expected or required to act as Fiduciary’s for their clients, meaning, putting the...

Excerpt from Chapter three: The Branding of a Successful Firm. Sandy had carefully cultivated an image for himself that was picture...

Excerpt from Chapter Two. “The emotional impact of a medical diagnosis encompasses feelings of heightened levels of stress for the entire...

“We remind clients to avoid websites that are not secure – https is a secure site. http is not,” Smith said in an email. Further, “don't...

“Many clients have expressed their deep concerns,” said Kevin Lam of Age Wisely Financial, in an email. He encourages people to freeze...

Last week, Fidelity Investments disclosed that personal details for more than 77,000 customers had been compromised in August, including...

Dialogue from Fatal Funds, Chapter 3: “Elaina, money is to enjoy. Stop being such a penny pincher. Sandy says we’ll be fine.” “Did it...

Disclaimer:  Fatal Funds is based on the author’s personal experiences and research. Names have been changed to protect the innocent. Any...

Dedication: Fatal Funds is dedicated to all investors who’ve hired a financial planner to make their investment decisions only to...

Fatal Funds is a fictional financial thriller that will change your life for the better. Fatal Funds is filled with critical information...

GE is facing a proposed class-action lawsuit over its transfer of $1.7B in pension liabilities to an insurance company. The company is...

Listen up everyone: Pay Attention or Pay Dearly! Know how your advisor is managing your money! The SEC has handed down a 10-year...

Sandy Blackburn, owner and operator of Blackburn Financial, set in Edina, Minnesota, is a financial planner. Smart, Good-looking,...

My protagonist, Elaina, starts the year, 2024, with her health & high hopes for her retirement plans. Everything is on track for she and...

Sandy’s escapade brings home the reality that stories about criminal financial planners aren’t confined to only those that are flashy...

Those without life insurance may pass away with financial obligations such as debts and unpaid bills that become the responsibility of...

In general, life insurance is cheaper when you are younger and healthier. Therefore, you should buy it as young as possible if you think...

Not everyone needs life insurance. People who’ve accumulated enough wealth to cover their final expenses and who don't have dependents...

All investors must hone and honor their intuition. In concrete terms, this means that you must learn to be on the watch for red flags....