Vic Tassone

My clients work with me because I help get them financially efficient and organized. I pride myself

04/27/2022

These are interesting rules of thumb to consider at every age, but remember that a financial plan - and progress towards that plan - is personalized towards you. If you have big goals that need more financial backing, plan for it.

The problem with sizing up how much savings a person should have at 20, 30 or 40 years old is that every 20-, 30- and 40-year-old is different, with different earning capacities, different...

04/19/2022

Caring for others doesn't mean you have to stop caring for your own future. If you need help with a financial strategy for more than one generation, let's talk.

Life as a family caregiver can affect your finances, but you don't have to fall behind on retirement savings. Here is how to save while you care for loved ones.

04/12/2022

Discussing Family Legacy Plans is so important. I encourage clients to introduce me to beneficiaries so that we can establish a relationship - helping clients establish expectations with their family is an important component of legacy planning.

A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.

12/01/2021

Here are a few ways to help make your money more manageable. Let me know how I can help!

Your money will be more manageable if you use these tips.

11/24/2021

Even a modest inheritance can be life-changing if managed well. If you have received or will receive an inheritance and want to talk about options for putting that money to work for you, let's talk.

Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.

11/22/2021

While QR codes have been around for many years, they've become overwhelmingly popular amongst businesses amid the COVID-19 pandemic. When used correctly, here's how QR codes can be an asset to your business.

In truth, QR codes are simple in concept, yet pack a massive punch when deployed well.

11/17/2021

There's still time to make a charitable gift for 2021. Let's talk about the best charitable giving vehicle for you.

With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.

11/15/2021

Just wanted to share this - it has some interesting insight into 8 areas impacting business costs in 2022. If you are a business owner with questions, let's talk.

What’s in store for all sorts of business costs in 2022?

11/10/2021

"True success comes from putting yourself in the right position at the right company and in the right industry, where you will be happiest and most productive so you can realize your full potential," says Russell P. Reeder, CEO of Infrascale. Let's discuss how you can achieve this by joining our team.

When you are more thoughtful about your next move, everyone benefits.

11/04/2021

If you are self-employed or have started a side hustle, there are some tax-advantaged savings plans available - even if you are the only participant! If you are looking for tax-savings options for 2022, let's talk.

If you were self-employed or had a side hustle in 2021, you can save even more in a tax-advantaged account.

Address

123 N Wacker Ste 600
Chicago, IL
60606

Telephone

+17737420461

Website

https://www.linkedin.com/in/vic-tassone-0230b531/

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