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Investment guidance for a widow's inheritance plan
Sam Sauisky advises a 45 year old widow on investing about 15 000 yearly in common shares over six to seven years. He suggests placing windfall funds in short term bonds or treasury bills and cautions about rate moves affecting long term corporate bonds and tax exempt options. He also guides on handling warrants and inactive securities for tax loss purposes and emphasizes slow prudent decisions with life insurance proceeds and settlement options.
MENTIONED IN THIS ARTICLE
Sam Sauisky
Treasury
Kok Oe