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Question 51 49 Minutes Case Study Samantha Barr is a client who is 45 years old, has three rental properties, and has just inherited $4.25

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Question 51 49 Minutes Case Study Samantha Barr is a client who is 45 years old, has three rental properties, and has just inherited $4.25 million dollars, She is interested in saving money for her two children's college funds, investing at a moderately aggressive risk capacity, and wants to avoid probate. What are your sumsestions for Sam? 1. Create a Living Wiil 2. Add money to savings bonds for her children's education 3. Consider investing her money in mutual funds for better diversity. 4. Invest her money in a maxture of mutual funds and stocks with a beta about equal to 1. 5. Consider not imvesting in Real Estate because she has three rental properties. 1.3 .4 .5 1.3 .5 34,5 12,4

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