Anna Dashkevich, CFP Wealth Strategies

10/16/2026

10/16/2026

Wealth transfer is about more than inheritance. A business sale, retirement, divorce, widowhood, taxes, Social Security, and Roth decisions can all create major financial transitions.
In this episode, I introduce the next chapter of 52 Weekly Money Ideas — focused on how to prepare when wealth changes hands, changes form, or changes generations.
Ready to review YOUR situation? Click the link https://forms.cloud.microsoft/r/CMUyn1FM06

10/12/2026

Dow, S&P 500, Nasdaq, Russell 2000 — why are there so many indexes?



Ready to review YOUR situation? Click the link below to schedule a discovery call:
https://forms.cloud.microsoft/r/CMUyn1FM06

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

10/02/2026

There will always be a reason to wait. Bad headlines, inflation, wars, elections, interest rates — uncertainty never really disappears. In this episode, I explain why waiting for the “perfect” time to invest can keep you on the sidelines for years, and why a diversified, long-term strategy still matters.

09/28/2026

Protect your business and shape your future. I can help.

09/24/2026

Saving for retirement and spending in retirement are two very different strategies. In this episode, I explain why the order of market returns matters once withdrawals begin — and how two people with the same average return can end up with very different outcomes.

09/22/2026

Life insurance helps protect the people you love today — and opens up possibilities for their tomorrow. Talk to me to see if your coverage fits your goals.