Circle City Wealth Management

07/20/2026

Whether you’re already retired or approaching that milestone, spotting the signs that you may have jumped too soon can help you get back on track before your portfolio pays the price.

07/17/2026

With nearly 10 million older Americans carrying massive education debt, aging borrowers are being forced to delay retirement or slash their nest eggs.

07/16/2026

For investors who have effectively become home-country biased through years of underweighting non-US assets, revisiting that allocation is now analytically justified rather than merely a diversification platitude.

07/15/2026

You might find this information interesting.

A wide range of domestic institutions and foreign countries hold America's approximately $39 trillion debt.

07/15/2026

The hottest real estate trend: wellness rooms with saunas, cold plunges, and other longevity tech.

07/14/2026

For all that’s good about our financial lives, there are distinctly American things that are decidedly suboptimal. Please, can the 1040 fit on a postcard?

07/13/2026

Parents can now begin contributing to newly launched Trump Accounts, which provide a $1,000 government-funded investment for eligible children born between 2025 and 2028. Here are answers to some FAQs parents have about the new accounts' tax treatment, withdrawal rules and future investment options.

07/10/2026

Here's how the sign-up process for the Trump Accounts work.

07/09/2026

One of the biggest financial decisions that a financial advisor's client must make is deciding when to claim Social Security. Here are the main takeaways from Barron's Advisor's The Way Forward podcast, where host Steve Sanduski interviews Mary Beth Franklin, one of the country's leading experts on....

07/08/2026

You might find this information interesting.

Social Security and Medicare benefits may be reduced unless Congress acts soon.