A trust company can keep up with all the trust’s bills (household maintenance, medical bills) By Marisa Otto Marisa Otto If you’re extremely busy with your career and family and you’ve accumulated a fair [...]
When you start taking money out, presumably when you’re retired, your withdrawals — earnings and contributions — will generally be tax-free By Marisa Otto Marisa Otto If your employer offers a 401(k) plan, consider [...]
If your mother doesn’t already have a comprehensive estate plan, encourage her to see a legal professional to start the process. By Marisa Otto Marisa Otto Mother’s Day is almost here. As an adult, you [...]
See if your investment portfolio is positioned to provide you with the income you’ll require in your retirement years By Marisa Otto Marisa Otto If you’re planning to retire in just a few years, [...]
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 [...]