Circle City Wealth Management

09/03/2026

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

09/02/2026

You might find this information interesting.

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

09/02/2026

Longevity preparedness and retirement planning isn't just about money. See how home security, technology and trust can help you age-in-place and live independently longer.

09/01/2026

Here is a recent review of the financial markets.

The latest issue of Market Month is available.

09/01/2026

Finance professionals, doctors and lawyers recount being taken in by tricks like the jury-duty swindle that stole $25,000 from a Florida woman

08/31/2026

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI to help manage finances.

08/28/2026

Employers have always monitored workers, but recent advances in artificial intelligence and data science enable them to create extensive data sets or “dossiers” that can be used to punish workers or attempt to predict employee behavior.

08/27/2026

The U.S. has reached a new borrowing milestone in its struggle to get hold of its finances.

08/26/2026

You might find this information interesting.

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08/26/2026

Trump accounts are special new IRAs for kids. Learn the rules and how they differ from 529 plans, custodial Roth IRAs, and UGMA accounts for kids' savings.