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

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?

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 ...

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 ...

In a test of rolling 20-year periods since 1926, lump-sum investing outperformed dollar-cost averaging 73% of the time.

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 ...

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 ...

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 ...