Roxana Loomes

To see how professionals approach this choice, we asked four fee-only fiduciary financial advisors what they would do if they were 62 today.

Moving $25,000 from a 0.01% APY savings account to an online bank boosted annual earnings from $2.50 to $937.50. See how a switch paid off and how quick it was.

New funding projections put numbers on a problem you may need to plan for.

A second look may uncover an opportunity to put money back in your pocket. Once you pay a bill, you mentally (or physically) check it off the list and move on.

You may assume a bill is settled once you've paid it. But retirees may have options to get these seven charges reduced, corrected, credited, or refunded.

Many savings accounts quietly pay near zero. See what five years at 0.01% cost on a $25,000 balance, and how to find your own APY in about two minutes.

Roxana Loomes If you have a Medicare Advantage plan that worked well this year, the bad news is it's unlikely to look the same in 2027.

Roxana Loomes Was one of your retirement goals to own a home that appreciates substantially over the years?

Roxana Loomes Quick Read The same $25,000 balance earned $2.50 one year and $937.50 the next. I didn't invest the money, change the balance, or take extra market risk.

Roxana Loomes If you're comparing Medicare Advantage (MA) plans ahead of the open enrollment period, you've probably seen many "extra benefits" splashed across every