You know it’s stories like this why I just refuse to turn everything over to a financial advisor.

My wife and I got into an argument over this one. We found a pretty good financial advisor, who obviously wants us to move everything into his firm. He was pretty upfront and said that his company gives him browny points for having more assets in his name. He wouldn’t charge us commision to move index funds from vanguard, and there wouldn’t be any trading costs,etc. He’s already managing about 25% of our assets. It just left me leary of leaving everything in one place.

That said, since I work with enterprise software and do a lot with security stuff I wouldn’t ever leave signed blank documents or unfilled out documents. And everything has to be in writing. Period. I’m so paranoid, I’ve even got my credit files locked up with credit freezes. The only probably is now I misplaced my pin numbers, and can’t unlock my credit files even if I needed them. Doh!