About Marisa Otto

 Marisa Otto, CFP, Financial Advisor, Edward Jones can be reached at (408) 778-4400, or at marisa.otto@edwardjones.com or visit www.edwardjones.com. This column was written by Edward Jones for use by local Edward Jones Financial Advisor Marisa Otto.

Your Retirement . . .with Marisa Otto: Many life events can lead you to seek out a financial advisor

By |2019-07-16T09:23:07-07:00July 12th, 2019|Contributors|

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 [...]

Your Retirement . . .with Marisa Otto: There are ways to use your tax refund wisely

By |2019-04-24T07:23:03-07:00March 22nd, 2019|Business|

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 [...]

Your Retirement . . . with Marisa Otto: With Super Bowl analogy, investors can learn valuable ‘big game’ lessons

By |2019-04-25T08:47:16-07:00January 25th, 2019|Business|

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 [...]

Your Retirement . . . with Marisa Otto: It’s important to put your investment performance into perspective

By |2019-04-24T07:19:35-07:00December 28th, 2018|Business|

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 [...]

Your Retirement . . . with Marisa Otto: Which is smarter — paying off your debts or investing in your future?

By |2019-04-24T07:15:30-07:00December 1st, 2018|Business|

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 [...]

Your Retirement  . . . with Marisa Otto – Empty-nesters, make some smart money-saving moves

By |2019-04-24T07:10:32-07:00September 21st, 2018|Business|

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?

Your Retirement  . . . with Marisa Otto – At what points in life should you seek out a financial  professional?

By |2019-04-24T07:08:50-07:00September 7th, 2018|Business|

Published in the September 12 - 25, 2018 issue of Morgan Hill Life In this economic climate, it can be challenging for Morgan Hill residents to achieve their financial objectives. Fortunately, you don’t have to go it [...]

Your Retirement  . . . with Marisa Otto – Work to become a much smarter investor this Labor Day weekend

By |2019-04-23T23:13:19-07:00August 24th, 2018|Contributors|

Published in the August 29 - September 11, 2018 issue of Morgan Hill Life Next week, Morgan Hill residents observe Labor Day, a holiday to honor all the hard-working people in America. As one of them, keep [...]

Your Finances . . . with Marisa Otto – Investing is similar for both sexes, but consider these tips for single women

By |2019-04-23T23:11:33-07:00July 27th, 2018|Business|

Published in the August 1 - 14, 2018 of Morgan Hill Life Marisa Otto If you’re a single woman, most of your financial challenges and aspirations may resemble those of single men. Men and women [...]

Your Retirement . . . with Marisa Otto – This Fourth work toward your own financial independence day

By |2019-04-23T23:09:12-07:00June 15th, 2018|Contributors|

Published in the June 20 - July 3, 2018 issue of Morgan Hill Life Marisa Otto We’re getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of [...]