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, ...

In terms of tax, when you reach your NMPA you will be able to access up to a quarter of your pot tax-free, up to a maximum of ...

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, ...

You’ve probably seen online fundraisers when there’s an active-duty death. They’re a lovely gesture, but the fact is that the Department of Defense and Department of Veterans Affairs offer a ...

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

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 ...