May
– NEWSLETTER –
2026
Something Personal
Jacob’s family welcome their baby girl!
On Tuesday April 14th, Jacob and his wife Kelsey, along with their sons Judah and Levi, welcomed in their daughter, Georgia. Almost instantly after she was born, they could hardly remember what life was like before her. It’s as if she has always been a part of the family. They are so incredibly thankful for the nurses and doctors who helped them deliver her at St. Luke’s in downtown Boise. And Jacob couldn’t be more proud of his wife, Kelsey, for delivering her. Hearing Georgia cry for the first time is a sound they won’t soon forget. After spending 36 hours in the hospital, they headed home to start on their new journey as a family of five.
Since then, it has been nonstop cuddles, diaper changes, and overwhelming support from friends and family. The sweetest part for Jacob is watching his two boys love her and (try to) take care of her. They say that she is “their baby too”. It warms Jacob and Kelsey’s hearts beyond measure. Although tired, the lack of sleep is nothing compared to the overwhelming love they have for their baby girl. She is the perfect addition and completion to their family
What’s happening at Tadman Financial?
A New Layer of Financial Planning
We have recently begun introducing a new element into our financial planning process—travel and credit card strategy integration. This is something we are rolling out gradually within our review meetings, and several clients have already started working through it with us. For those who have, we hope you are seeing both the value and the potential this approach can bring.
Over time, we will continue to incorporate these strategies into meetings for clients who have an interest in optimizing this area of their financial life. While traditional planning focuses on investments, taxes, and long-term goals, we believe there are meaningful opportunities within everyday spending that often go overlooked. This addition is designed to help capture those opportunities in a structured and intentional way.
We have become increasingly convinced that when used effectively, credit card points and travel strategies can significantly enhance how clients utilize their existing travel budgets. Rather than simply spending for trips, this approach allows clients to extract more value—often substantially more—from the same dollars they are already planning to use.
Our goal is to continue expanding this offering in a thoughtful and practical way. As always, participation is entirely optional, but for those interested, we believe this represents a unique and valuable extension of the comprehensive planning experience we aim to provide.
Upcoming Event
Shakespeare Festival
We’re excited to invite our clients to our upcoming client appreciation evening at the Boise Shakespeare Festival this June—a night that Marty and Nicky consider one of the best experiences Boise has to offer. We’ll begin the evening with a relaxed patio gathering featuring food, drinks, and dessert before enjoying a live performance in one of the most beautiful outdoor settings in the area. This is a client-only event (with the option to bring guests), and whether you join us for the full evening or just part of it, we’d love to have you there for a memorable summer night together.
Travel Tips
Credit card transfer partners: Guide to transferring points and miles to airlines and hotels
Here’s a handy guide that highlights the best cards for transferable points and miles and breaks down which credit card points and miles you can transfer to which airline and hotel programs, along with their respective transfer ratios.
Financial Tips
Problems with Probate
Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process works.
Weekly Market Commentary
Week in Review
Economic data released during the week pointed to continued momentum in consumer spending alongside expansionary business activity, while select labor and inventory data suggested pockets of emerging pressure. Overall conditions reflected steady growth with mixed cross‑currents beneath the surface.