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 ...

It is important to note that lump sum payouts of retroactive benefits are available only under certain circumstances. Even then, inconsistent guidelines from the Social Security Administration seem to ...

Recently, while contemplating the ethics of whether to help a client financially, our POTUS popped into mind. I was reminded about how attorney Michael Cohen violated Rule 1.8(e) in paying Stephanie ...

Life insurance rule: After the outbreak of Covid-19 pandemic, investors have realised the importance of life insurance in one's financial planning. According to investment and financial planners, a ...

Describe some of the issues relating to scheme-specific lump sum protection Explain how scheme-specific lump sum protection works Identify who qualifies for the lump sum protection Describe some of ...

The 25 per cent tax-free lump sum should be capped at £100,000 to help make savings perks fairer, an influential thinktank said today. The controversial call came from the Institute for Fiscal Studies ...

NPS reforms now allow non-government subscribers to withdraw up to 80% of their corpus under various conditions, a ...

The Central Government has modified the rules for payment of ex-gratia lump sum compensation to family of Central Government Employees who die in performance of official duty. The families of Central ...