financial planning

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

Ready, Set, Goals! Get a Fresh Start on Your Finances in the New Year

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

Build a Better Financial Plan in 2021

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