Wednesday, March 24, 2010

The Widow Portfolio

The widow portfolio is a conservative, income producing portfolio a financial planner would put together for a widow when a husbands dies after years of work and his work sponsored term life insurance pays off. The goal of this portfolio is to provide income to the widow and kids to be able to live without the husbands wages. The social realities up until the mid 80's would not allow women to earn any income and so the widow portfolio phenomenon was born.

Incidently the Dividend Lover portfolio we are building here would fit this bill.

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