If you died, what would happen to your email archives, social profiles, and online accounts?
Tasik Financial Strategies
We are an independent firm, free from proprietary products. Chris Task is a CERTIFIED FINANCIAL PLANNER™ professional. Mr. Prior, Mr.
We strive to build deep client relationships focused on helping you achieve your planning and investment goals. Tasik is the founder of Tasik Financial Strategies, a CERTIFIED FINANCIAL PLANNER™ professional, Series 62 (Corporate Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law) registered. He is also a licensed life, disabili
05/25/2026
Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.
05/15/2026
How familiar are you with the Federal Reserve? Here is a quick history.
The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.
05/13/2026
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route.
05/10/2026
Mom (n.): A person who spent nine months building you from scratch, and has been troubleshooting the software ever since.
05/02/2026
Great wine and great wealth have something in common—they both reward patience. 🍷
Behind every perfect vintage is time, care, and consistency. The same goes for your financial strategy. The goal isn't quick wins or a perfect growing season, but something that matures over time.
Let's raise a glass to long summer nights with friends, trusted bottles full of years of promise, and a life worth savoring.
Salut! 🥂
05/01/2026
Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:
4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.
04/30/2026
At its core, investing involves supporting an entity today with the goal of receiving a greater return in the future.
✅ While this concept may seem straightforward, it also involves striking a balance between risk and reward.
⚖️ When you work with a financial professional, you bring their training into the matter. We can help you understand where to direct your money and work within your goals, risk tolerance, and time horizon. 🎯💡
04/27/2026
Not every workout needs to be intense to be effective.
Music around 130 BPM supports light-to-moderate movement, walking, cycling, or steady cardio, helping improve circulation, endurance, and heart health without overstressing the body.
Consistency matters more than intensity.
And the right playlist helps you keep showing up.
130 BPM Clean Jams Playlist · LIMITLESSwithLina · 74 items · 1.1K saves
04/27/2026
Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.
✅ Yet not everyone sticks to a household budget.
🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡
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