Octavia Blog

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

Are We About to See a Pause in Interest Rate Hikes?

After raising interest rates last year at a clip we haven’t seen since the ‘80s, will Fed officials decide soon that it’s time to take a break? Though many analysts have been predicting a rate-hike pause may be…...more

What Can Women Do to Achieve a More Secure Retirement?

The average woman in the U.S. is likely to live a long life—about six years longer than a man—so preparing for the many years ahead can be critical. Yet, studies show that women often lag behind men when…...more