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Investing Specialists

How to Widow-Proof (or Widower-Proof) Your Portfolio

Here are six simple ways to make sure your spouse is 'set'--in every respect.

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Note: This article is part of Morningstar's October 2014 5 Keys to Retirement Investing special report. This article previously appeared Jan. 25, 2013.

When a family friend passed away a few years ago, he left his younger wife "set" in the traditional sense of the word. She had more than enough money to maintain her lifestyle, travel often, and help her kids fund college for their children.

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.