U.S. Wealth Management has taken on a minority shareholder partner, Ash Brokerage, and the Braintree, MA firm plans to expand nationally, providing its turnkey financial services to clients of participating CPA firms.
The human resource outsourcing company's new offering combines life planning with financial education tools to help people create a “roadmap” for life in their 60s, 70s and beyond
In a move to avoid market confusion, the board of directors of a local start-up bank previously called CommerceBank (Proposed) has voted to rename it Bank of Commerce (Proposed). The North Carolina Commissioner of Banks has given approval to the new name.
Financial planning expert and author, Jim Trippon, CPA, suggests using TIPS as a solution to current debates over President Bush's proposal to privatize Social Security.