Octavia Blog

Good News: You’ll Be Able to Save Even More for Retirement in 2023

Here’s a little bit of good news to hang onto as we move closer to 2023: The IRS recently announced significant changes to the standard deduction, federal income tax brackets, and dozens of other provisions that could help…...more

Take Advantage of Biden’s Student Loan Forgiveness Before Time Runs Out!

If you’re one of the millions of borrowers hoping to pay off—or at least reduce—student loan debt, this may be your best chance yet to make some significant headway. Right now, eligible federal student loan borrowers have an…...more

Why It’s Not Too Early to Start Planning Your Year-End Tax Strategies

People tend to think of tax planning as something to be done toward the end of the year. (Or even later, in some cases.) But if your goal is to limit what you’ll owe the IRS for 2022,…...more

Market Volatility Is Normal—Planning Is Key

If, like most investors, you’re feeling a bit rattled by the market’s recent ups and downs, you may want to take a few deep breaths. It looks as though the road ahead could be just as bumpy. We…...more

Is It Time to Transition Your SEP or SIMPLE IRA to a 401(k) Plan?

If you’re starting to feel as though your business has outgrown its current retirement plan, you’re not alone. As time passes and their workforce evolves, small business owners often find that the SEP IRA or SIMPLE IRA they…...more

What to Watch When Investing in 2022

Be prepared to hear the term “cautious optimism” a lot over the next few weeks. It’s a catch-phrase economic forecasters tend to favor at any given time, but especially when a new year is near. Translation: While there’s…...more