The end of the year can be a hectic time, and it’s tempting to put off tax planning to January or later. However, delaying could mean missing out on valuable opportunities to help reduce your tax bill. Right…...more
It’s not unusual for investors to be nervous about how a U.S. presidential election might affect the overall economy, the financial markets and, more specifically, their own portfolio. Thanks to a 24/7 news cycle, and a bombardment of…...more
Over the years, Octavia Wealth Advisors has helped many investors navigate their way through various life stages and achieve their financial goals. An important part of that journey has been sharing ways to prevent, or recover from, mistakes…...more
When Ida May Fuller became the first retiree ever to receive monthly Social Security benefits, she didn’t have to think much about when her payments would start. You had to be 65 to claim recurring benefits back in…...more
If you’re wondering how much higher the S&P 500 might go this year, you’re not alone. Despite some ups and downs, the index is up about 10% year to date. Which probably has many investors asking, “What recession?…...more
Want to be sure your children develop healthy financial habits before they’re out on their own? You don’t have to wait for them to take classes in money management in high school or college. Instead, using real-life lessons…...more