Chari Rigby CFP Raymond James

05/25/2026

There is nothing quite like a derby party - though this may be one of the few times I actually watch horses run for glory it was a great time Diane and Luther Andal!

05/22/2026

IT'S MAY!!

This month marks a meaningful milestone for so many young people and their families—and we're right there celebrating (and reaching for the tissues along with you).

For us, it feels especially unique. Our two kids—who I'm incredibly proud of—are just 15 months apart, which means we've experienced graduation season two years in a row. It's everything you'd expect: exciting, bittersweet, emotional…that mix of deep pride and the heart-squeeze that comes when one chapter closes and another begins.

Now Jason and I find ourselves stepping into a new season as empty nesters. Pickleball has already made the list, but we're definitely open to more ideas. 😊

Come August, they'll both head off to UCF in Orlando, and our home will get a little quieter—leaving behind two very proud (and slightly emotional) parents.
Here's to new beginnings—for all of us. 🎓

05/20/2026

The annual Mayor's Breakfast is always a fun time: city updates, some great jokes and lots of laughter. Maybe an awkward laugh here and there but all the participants did a great job!

I was very proud to sponsor the photos this year for this signature event.

05/15/2026

So very grateful for opportunities to talk to women about financial health. Budgeting is not a sexy topic but it leads to fantastic results when you give each dollar a job!

Michelle Tracy and the women that helped with this event are a force to be reckoned with! Great job ladies. Runway to Resilience: Women of the Space Coast

04/28/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k).

If you are age 50 and up and contributing to your 401K at work, read this to understand the change.

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04/14/2026

While global supply disruptions push gas prices higher, Americans may be far less reliant on gasoline than in the past. But what about our consumer economy? Learn more about gas price volatility's impact on US consumers:

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04/10/2026

Happy National Financial Literacy month!

Budgeting can be tough but it's the framework for your entire financial life.

04/03/2026

💼 Why I still carry physical business cards—and always will

I received a call today that started with:

"You don't know me, but we met at ___ X years ago. We sat at the same table. You gave me your card, and I kept it because I thought I might need your help someday. Well… that day has arrived."

That brief interaction—one I didn't even remember—turned into a meeting booked today. Years later.

Completely unexpected.

A little context: I'm not someone who hands out business cards the second I meet someone. There's usually a reason—or a moment. This wasn't a traditional networking event. Most attendees were there to hear the speaker, sent by their employer, and not especially open to casual conversation.

Those rooms aren't always easy—especially for an introvert like me. But I showed up. I drove the distance. I started conversations. I made a connection.
And years later, I was the person this individual reached out to when they needed guidance.

Sometimes all it takes is showing up and being yourself. And someone holding onto a card unusually long, but I'll take it. For those building something - Keep showing up!

03/30/2026

It's not official until it's wall official. Finally got my certificate framed and hung.

03/27/2026

Friday wisdom: as April 15 approaches if you owe then you might be waiting until the last minute to pay the IRS. I know I am!

An unexpected tax bill can create stress, especially when you are focused on long-term goals. Find out how smart planning can help you navigate surprise obligations with confidence:

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