Before you start, there are some overarching principles of lump sum investing to keep in mind. Receiving a large sum of money ...

Deciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires calculating the relative value of each option. Generally speaking, the sooner you can receive the lump sum, ...

Buying gilts (government debt) is another alternative to interest-bearing deposit accounts. Older gilts pay very low coupons — or interest — taxed at your marginal income tax rate. To compensate, ...

A 20-year-old woman won the lottery. How she chose to accept her winnings drew social media scorn.

If you have money at your disposal beyond your living expenses, saving and investing can help you to meet your long-term ...

A reader is concerned about the future of the tax-free lump sum, which was subject to speculation at the Budget ...

Jake Safane has nearly 15 years of journalism and marketing experience on topics ranging from local entrepreneurship to international banking. He has written for publications such as The Economist, LA ...