You can get up to six months of retroactive benefits in a lump sum from Social Security, but should you?

Getting a lump sum to invest sounds like a good problem - and it is - but it can also feel like an anxiety-inducing puzzle. Read more here.

Not many retirees or would-be retirees may be aware of this, but it’s possible to receive a lump-sum payment from their Social Security benefits – under the right conditions. If you have clients who ...

Zero-sum thinking has spread like a mind virus, from geopolitics to pop culture. Credit...Photo illustration by Pablo Delcan Supported by By Damien Cave Damien covers global affairs. He is based in ...

Questions to ask yourself as you look at pension funds include: What will be the effect of inflation on the purchasing power of your future dollars?

Recently, several friends and subscribers to my YouTube channel have asked me about dollar cost averaging. They want to know whether they should invest a windfall immediately, as one lump sum, or over ...

Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Aug 09, 2022, 10:36am EDT Aug 09, 2022, 04:24pm EDT This article ...

A pension plan promises to pay a defined benefit for the length of an employee’s retirement. Depending on your financial circumstances, you may consider taking a lump sum instead of a lifetime monthly ...

Some situations in life are zero-sum. On Super Bowl Sunday, two teams take the field but only one will emerge victorious, Vince Lombardi Trophy in hand. In a presidential election, only one candidate ...

We have created sample data containing sales of 6 different companies in four consecutive months (from January to April). The Total Sales sheet represents the total number of sales in all four months ...