Calley Coldsmith, CFP, APMA

🐶 Happy National Dog Day! 🐶

From tennis-ball chasers and toy destroyers to cuddle experts and professional treat negotiators, every dog has a special place in our hearts.
Today we're celebrating some of our favorite pups and the joy they bring to our lives every day. 💜🐾
🦴💕

As we celebrate Independence Day, We're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

🍩 Happy National Donut Day! 🍩
Life (and finances!) are all about balance—so today, we’re celebrating the sweet moments 🍩 while keeping our long-term goals in focus.
Whether you're enjoying your favorite glazed, chocolate, or sprinkled treat, it’s a great reminder to indulge a little—without losing sight of the bigger picture.
Just like a well-planned financial strategy, it’s all about finding the right mix.
✅ Enjoy today
✅ Stay on track for tomorrow
What’s your go-to donut flavor? 👇

Thank you to everyone who nominated Coldsmith, Ryder & Associates for a Nappie! We’re honored by the support from our community!

Vote Nappies! It's NAPPIE TIME!

This Memorial Day, we remember those who gave their lives in service to our country.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

🗂️ FREE Paper Shredding & Electronic Recycling Event ♻️
We’re excited to offer secure shredding and recycling at our office locations!
⏰ Important Reminder:
The Pensacola and Robertsdale offices will stop accepting shred items at 12:00 PM on Wednesday.
📍 Event Details:
📌 Mobile Office
• Paper shredding & electronics recycling (electronics accepted here only)
• May 4–8 | 8:00 AM–5:00 PM
• 3514 Montlimar Plaza Dr.
📌 Robertsdale Office
• Paper shredding
• May 4–6 | 8:00 AM–5:00 PM
• Shred drop-off ends Wednesday at 12:00 PM
• 22193 Hwy 59 South
📌 Pensacola Office
• Paper shredding
• May 4–6 | 8:00 AM–5:00 PM
• Shred drop-off ends Wednesday at 12:00 PM
• 2803 East Cervantes St.
Please be sure to drop off your documents before the cutoff. We look forward to seeing you!
https://bit.ly/4tGV4BP

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? We're here to help you make the most of it.