What’s New

Four Critical Financial Challenges Facing Small Business Owners

Dorsey Wealth Management is pleased to announce the newest addition to our team, Jan DeProspero! As an independent financial services firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey toward their ideal future. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!

It’s an exciting time to be a woman business owner. As of 2018, there are 12.3 million women-owned businesses, which equates to 4.3 percent of all firms. According to a SCORE report, women are slightly more likely to start a business than men. The success and growth of a business relies on a variety of different factors and components, but when it comes down to it, it all centers around finances. Namely, what needs to happen to increase revenue and streamline operations so that the businesses (and business owners) can both thrive for many years to come. Here are the top financial concerns women business owners are currently addressing.

Are you concerned you aren’t making the right financial decisions for yourself and your family? You aren’t alone. Many successful women struggle to gain control of their financial future and don’t know where to start when it comes to creating a plan for their money.

Like many, I’ve had more than one career. But my second career was not a result of an identity crisis or life change, but more of a natural transition based on seeing a need and desiring to meet it. Here’s my story of why I became a financial advisor.

Whether you inherit an IRA from a spouse or non-spouse there are important steps that need to be executed as a heir.