If your salary goes up in 2020, increase the amount you put into to your plan By Marisa Otto Marisa Otto Have you thought about your New Year’s resolutions for 2020? When many of us [...]
By Marisa Otto Like most Morgan Hill residents, you probably want to leave something behind for your loved ones and possibly to some charitable organizations. In other words, you want to create a legacy. But how? To [...]
AI has become a significant part of the financial services industry Marisa Otto For the past several years, artificial intelligence — or AI — has increasingly found a place in many walks of life. Almost [...]
If you are nearing retirement, you may need to prepare your 401(k) for future downturns Marisa Otto By Marisa Otto As Morgan Hill investors are well aware, we’ve seen some sudden and sizable drops in [...]
Marissa Otto During your life in Morgan Hill, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also bring challenges — especially financial ones. That’s why you may [...]
Published in the March 27 – April 9, 2019 issue of Morgan Hill Life We’re getting close to the tax-filing deadline. For many of us in Morgan Hill, this means it’s that time of year when we [...]
Published in the January 30 - February 12, 2019 of Morgan Hill LifeOn Sunday, Feb 3, TV stations the world over will broadcast the Super Bowl, the most-watched U.S. football game of the year. Morgan Hill sports [...]
Published in the January 2 - 15, 2019 issue of Morgan Hill Life Marisa Otto How can you assess your investment portfolio’s performance in 2018? The year was full of wild swings in the financial [...]
Published in the December 5 - 18, 2018 issue of Morgan Hill Life It probably doesn’t happen as often as Morgan Hill residents might like, but they may occasionally have some extra disposable income. For example, perhaps [...]
When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your Morgan Hill lifestyle. But how will your empty nest status affect your financial situation?
