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

5 Money Mistakes and How Best to Avoid Them

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 Is the Best Time to File for Social Security?

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

Looking Under the Hood of the S&P 500

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

14 Ways to Help Your Kids Practice Good Money Habits

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

6 Steps for Combining Finances as a Couple

For many couples, combining finances is a significant “next step” in their relationship. Usually, it’s because they’re about to get married. Or maybe they’ve decided to move in together and share some expenses. Sometimes, after months or years…...more