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 [...]
Your Retirement . . .with Marisa Otto: Many life events can lead you to seek out a financial advisor
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 [...]
Your Retirement . . . with Marisa Otto: With Super Bowl analogy, investors can learn valuable ‘big game’ lessons
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
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?
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?
Your Retirement . . . with Marisa Otto – At what points in life should you seek out a financial professional?
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
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
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 [...]