A message from Jen, more about our new office, travel point tips, and more!

Something personal from Jacob, welcome our new associate, more credit card, travel, and financial tips! Catch up with the Tadman team.

Something personal from Sammie, 14 apps and websites to make award redemptions easier to find, and a simple way to make charitable giving easier.

Sarah became a gramie! Updates on our new building. A recap of our recent client event and more!

June- NEWSLETTER -2026Something PersonalNicky and Marty’s 20th Wedding Anniversary TripFor our 20-year wedding anniversary, Nicky and I spent 17 days traveling across Japan on what became one of the most memorable trips we have ever taken.We started in northern Japan...

Jacob’s family welcome their baby girl, all about the upcoming Shakespeare Festival, problems with probate, and more!

The Tadman’s discover another secluded island paradise, introducing a new element into our financial planning process—travel and credit card strategy integration, and more!

We’re happy to announce that Jacob’s family is expecting their third baby! We’ve also got a few details on our upcoming credit card travel seminar. Wondering about the right number of credit cards to have, or important birthdays over 50? Read this month’s issue to learn more!

Read about our new office building, check out pics from the Tadman family ski trip, learn about what to do when your kids decide against college, and more!

Meet our new Advisor, read about our Christmas celebrations, and more!