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Retirement and financial planning insights for Meridian, Idaho and the Treasure Valley.
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Treasure Valley Financial Planning · July 2026
A practical checklist for widows and women navigating divorce: first financial steps, organizing accounts, income planning, estate coordination, and protection against financial abuse.
By Dave Morrison, CFP® · July 2026
Business investment is surging, inflation shows early signs of cooling, and the Federal Reserve is taking notice.
By JT Belnap · June 2026
Five planning priorities for Micron employees whose RSUs, ESPP shares, and other MU holdings have created life-changing wealth.
By Dave Morrison, CFP®
The economy is reaccelerating, SpaceX just made history, and the Fed has a new chairman. Here is what June 2026 means for investors in the Treasure Valley.
By JT Belnap
Micron Technology employees in the Treasure Valley: understand exactly how your RSUs are taxed at vesting, at sale, and at the Idaho state level before your next vest date.
By JT Belnap
Tech professionals and Micron employees in the Treasure Valley: estate planning basics — wills, trusts, powers of attorney, and beneficiary designations before you retire.
By JT Belnap
What if the real purpose of financial planning isn't the number — it's the life that number makes possible? A different way to think about your wealth.
By JT Belnap
Inflation is back up to 3.8% in 2026. But even before that, prices never came back down. Here is why everything still feels expensive, and what to do about it.
By Treasure Valley Financial Planning
Explore the 2023 in review with insights from Treasure Valley Planning. Gain valuable perspectives on market signals amidst the noise.
By Treasure Valley Financial Planning
Stay informed with Treasure Valley Financial Planning's August Newsletter! Discover market updates, financial tips, and insights to secure your financial future.
By Treasure Valley Financial Planning
Explore the Treasure Valley Planning June newsletter for updates, insights, and valuable financial tips. Stay informed on current trends and strategies for effective financial planning.
By JT Belnap
Thinking about retiring in Idaho? Honest look at the Treasure Valley: taxes, cost of living, healthcare, and quality of life for retirees in 2026.
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