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
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
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
The start of a new year is always a great time to check in on your financial plan—to consider new goals and strategies, and to make changes if necessary. This year, due to ongoing inflation and rising interest…...more
The start of a new year can be a great time to focus on what’s going on with your money and to make improvements where needed. With a solid plan—one with steps you’ll stick to—you can get your…...more