Octavia Blog

5 Planning Tips that Can Help Your Small Business Grow and Thrive

One of the biggest responsibilities small business owners may face is making short- and long-term decisions that will affect their company’s operations, its employees and themselves. Understandably, it’s the day-to-day challenges that typically get most of the attention…...more

Using Portfolio Diversification to Help Navigate Market Volatility

It’s certainly understandable if you’ve been feeling a bit rattled by the latest stretch of market volatility. As often as we're reminded not to obsess over market moves on a day-to-day basis, it can be difficult to ignore…...more

How to Navigate the FAFSA to Pay for College

If your child plans to attend college soon, figuring out how to pay for their education is likely top of mind in your household. You’re not alone if you’re feeling overwhelmed. According to a 2024 College Ave survey, fewer…...more

5 Practical Steps for Couples to Get Aligned with Their Financial Goals

Your finances may not be the most romantic topic during a month dedicated to love, but they play a crucial role in building and maintaining a happy, stable, long-term relationship. According to the Fidelity Investments 2024 Couples & Money…...more

5 Ways to Be Smarter with Your Money in 2025

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

How the Social Security Fairness Act Could Help Boost Retirement Benefits

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