The final six months before retirement are some of the most important. During this window, you'll want to fine-tune your ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

Many of the best investing moves are made on autopilot. Just look at the track record of automatic payroll deductions and savings increases. Other investing decisions, like a transition into ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive is hard enough without overpaying your taxes. Any strategy that helps you ...

SHREVEPORT, La. - It's Tuesday and that means it's time for "Your Money." Colin Evans with Evans Financial stopped by KTBS to talk about a retirement checklist. Join us each Tuesday at 3pm on KPXJ CW ...

Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k).