Global Wizzo
Recycles dryer sheets
Hi All,
First. This is not a sympathy request post. I’ve gotten a lot of that
Looking for suggestions on the following scenario.
My son died a few days ago. Assuming everything eventually gets finalized, his widow with two young (under 10) kids will have high 6 to low 7 figure insurance package.
My thoughts were to suggest
about 50K per Child added to current educational funds.
50-100k in accessible money market
Remainder invested 60/40 moderate growth/tax free fund.
She needs to finish her degree. Age late 30s
Income base about 2K/month plus any draw on investments.
TIAA, Vanguard and others are available platforms.
Lot more experience here, all suggestions appreciated.
Thanks to all
First. This is not a sympathy request post. I’ve gotten a lot of that
Looking for suggestions on the following scenario.
My son died a few days ago. Assuming everything eventually gets finalized, his widow with two young (under 10) kids will have high 6 to low 7 figure insurance package.
My thoughts were to suggest
about 50K per Child added to current educational funds.
50-100k in accessible money market
Remainder invested 60/40 moderate growth/tax free fund.
She needs to finish her degree. Age late 30s
Income base about 2K/month plus any draw on investments.
TIAA, Vanguard and others are available platforms.
Lot more experience here, all suggestions appreciated.
Thanks to all
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