Discover how the pension recalculation date determines lump-sum pension offers and how it's calculated, along with why the timing can affect the total payout.

I’m often asked how to invest a lump sum of new cash. Should this money be invested in the markets all at once or dollar-cost averaged (DCA) over time? The answer depends on several factors: where the ...

If you're fortunate enough to have a pension at work, make sure you make the most of it. Having enough income in retirement is a primary concern for everyone approaching the end of their careers.

Note: This article is part of Morningstar.com's 2020 special report, "Are You Able to Retire?" A version of this article originally published in April 2019. Corporate ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Doretha Clemons, Ph.D., MBA, PMP, has been a corporate IT executive and professor for 34 years. She is an adjunct ...

Volatility in equity markets often raises a key question for investors — should they continue investing through a Systematic Investment Plan (SIP) or deploy money through a lump sum investment.

You probably don’t know it, but Social Security can give you a big, lump-sum check for $40,000 or $50,000 or even more — a bonus, like winning a lottery. Should you take the bucks? It’s a complex ...