Octavia Blog

What the “One Big Beautiful Bill” Means for You

Congress recently passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation that makes many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions permanent, while also introducing some brand-new benefits for individuals, families,…...more

10 Habits of Highly Successful Wealth Builders

There’s a common misconception that wealth is mostly inherited—giving those born into money a healthy head start on the path to prosperity. But the reality is that in the United States, most millionaires are self-made. According to the…...more

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