Last month we completed a Second Opinion consultation for Gloria. Gloria had accumulated extra money in her checking account and had extra money available each month to put toward additional savings. She asked if she should pay down her mortgage with those funds or...

Last month Matt and Rachel asked for a meeting. Matt was offered a job, and he was weighing whether to accept it or not. The new job would have a little less flexibility and lower pay but came with a higher pension. Some probing revealed that the most attractive thing...