Anna Dashkevich, CFP Wealth Strategies

Anna Dashkevich, CFP Wealth Strategies YOUR money advocate

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advant...
06/23/2026

Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

06/19/2026

Did you know your biggest financial asset isn't your home or your car—it’s your ability to earn an income? In this episode, I talk about why your income may be one of your greatest financial assets and why protecting it matters.

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help ...
06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/12/2026

Buy Term Invest the Difference... What if the difference never gets invested? This episode is about the real-life gap between financial advice and financial behavior.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/05/2026

Give smarter, bless bigger!

This episode is all about making your generosity go further.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

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