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 [...]

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 [...]

The financial markets have performed well and poorly under different administration By Marisa Otto You’re probably aware this is an election year. During the next several months, the candidates will discuss issues that should interest you as [...]

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 [...]