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74-year-old widower, excellent pension, $500,000, long-term care insurance, no debt, and three children. In no more than 200 words: Develop an investment portfolio that meets
74-year-old widower, excellent pension, $500,000, long-term care insurance, no debt, and three children. In no more than 200 words:
- Develop an investment portfolio that meets their needs, specifying the categories of securities or other assets types.
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