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Describe what type of account would be best to hold

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Reference no: EM131013977

Scenario: Husband/wife, two kids, 1 income, mortgage, good salary, some savings, no college fund

Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected.

Choose some appropriate investments.

Describe what type of account would be best to hold the investment. Consider and recommend any insurance that is appropriate and any estate planning tools

Reference no: EM131013977

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