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Andrew Osterland is a business writer, specializing in personal finance and taxes.
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.
Big-ticket purchases can sabotage the best-laid financial plans of middle-class Americans, so consult an advisor before splurging.
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
The decision to file as early as possible for Social Security benefits will cost many Americans hundreds of thousands of retirement dollars.
Investors can give appreciated stock to donor-advised funds, getting the full deduction of the market value to avoid capital gains.
Thanks to irreversible socioeconomic changes, most Americans have to radically change their idea of what retirement looks like.
While the US economy seems to be in midcycle, sectors like utilities and health care continue to buck the historical trend.
Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation.
When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.