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
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