Nonetheless, while rates are low now, you may be able to employ a strategy that can help you in any interest-rate environment. By Marisa Otto Marisa Otto If you’ve been investing for many years and [...]
It may be possible to save quite a bit of money by working from home By Marisa Otto Marisa Otto During the COVID-19 pandemic, many of us in Morgan Hill have been forced to work [...]
Economic numbers, such as the unemployment rate and gross domestic product, reflect what’s happening today By Marisa Otto Marisa Otto As the year end, we’ve all learned something about the social, political, physical and environmental [...]
You can give up to $15,000 per year, per recipient, without incurring gift taxes By Marisa Otto Marisa Otto Thanksgiving has come and gone. And although 2020 has been a difficult year for you, as [...]
Improve your tax situation by making some investment-related moves By Marisa Otto Marisa Otto We’re nearing the end of 2020 — and for many of us, it will be a relief to turn the calendar [...]
Evaluate your goals to ensure they’re prioritized appropriately By Marisa Otto Marisa Otto Election Day is just around the corner. As a Morgan Hill citizen, you may feel the results will affect many aspects of [...]
Not everyone simply abandons the investment world following a downturn By Marisa Otto Marisa Otto Labor Day was just here. Of course, this year, the holiday may have a different impact, given the employment-related stress [...]
Consider four key areas: investments, insurance, legal arrangements and taxes By Marisa Otto Marisa Otto In light of the coronavirus pandemic, virtually all Morgan Hill residents have considered health-related issues. But for people facing a [...]
The passage of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act offers options for help By Marisa Otto Marisa Otto As we go through the coronavirus crisis, we are all, first and [...]
Keep cash at hand for emergency and unexpected expenses By Marisa Otto Marisa Otto It’s important to have cash available for your everyday spending and the inevitable rainy day. However, Morgan Hill residents also need [...]
