Andrew Osterland is a business writer, specializing in personal finance and taxes.
Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
Advisors are fielding more client calls than ever as markets soar, the Fed ponders a rate rise and health costs continue to escalate.
The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.
Most advisors see reverse mortgages as an ill-advised last resort, but others say it can be a useful retirement-planning tool for seniors.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Worried clients keep financial advisors on their toes with questions about topics, from asset allocation to long-term health-care insurance.
You may still be sorting out last year's tax return, but it's a good time to think about minimizing the tax hit to your wallet in 2015.
Big companies are betting DIY investors want some help when constructing their portfolios—and are jumping into the $19 billion market.