Give 1 possible investing opportunity for each scenario listed and explain why they would be the best choice. Give 1 investment opportunity that you DON'T think would be a good fit and why. (i.e. bonds, stocks, mutual funds, etc.)

1. 65-year-old widow with social security as only income and 300k retirement account.
2. New small business owner at 28 with a 6-month emergency fund covered who is just starting to invest inside and outside retirement vehicles.
3. Couple, both of whom are 45 with a 12-year-old daughter. Full time earners at 210k a year combined. 350k in retirement combined with emergency fund covered. Maxing 401k already. Willing and able to invest further outside retirement funds.
4. One individual or couple designed by the author whose personal situation differs from the three listed above.

Answer rating: 100% (QA)

1 65yearold widow with social security as only income and 300k retirement account For the widow a suitable investing opportunity could be investing in a combination of conservative incomegenerating as... View the full answer