Year after year, financial goals are among the most popular New Year’s resolutions—and this year is no exception. According to recent research from the CFP Board, survey respondents named “saving more money,” “reducing debt,” and “improving money management…...more
If you’re among the millions of public workers whose Social Security benefits have been reduced by the Windfall Elimination Provision (WEP) or Government Pension Offset (GPO), you may already have heard the good news. On January 5, President…...more
As Donald Trump prepares to occupy the Oval Office for a second term, we know investors are wondering how his proposed policies might affect the economy and, more specifically, the markets and their own portfolios. Yes, the U.S.…...more
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