Moyer Group Wealth Management of Raymond James

09/03/2026

Happy Birthday, Adam!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!

08/27/2026

🏈 College football is back!

The excitement, the traditions, the rivalries, and the hope that this is finally your team's year.
Just like in financial planning, every season starts with a game plan and a goal.

Before kickoff, tell us: Who are you rooting for this season? 👇

08/24/2026

Happy Birthday, Becky!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!

08/07/2026

Happy Birthday, Jessica!
We hope today brings plenty of joy and the year ahead brings continued success and exciting moments. So glad you're one of us!

08/06/2026

Financial scams don’t look obvious.

They may involve official-looking documents, real names, fake arrest warrants, computer virus warnings, or a caller claiming someone you love is in trouble.

The goal is almost always the same: create fear, make the situation feel urgent, and keep you from calling anyone else.
That is your signal to pause.

In this video, we share several red flags to watch for and explain why there is always time to make a second phone call before sending money or sharing personal information.

And please don’t feel embarrassed if something has already happened. These scams are common, convincing, and increasingly sophisticated.

Call us. We can help you slow things down, verify the request, and determine the next best step.

08/05/2026

When the professional becomes personal, financial guidance goes deeper, carving a path to your future shaped by the things that matter most.

07/28/2026

inc.com

07/22/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

07/13/2026

Did you know the order you withdraw retirement money from actually affects your tax bill?

It's not just about how much you've saved, it's about which account you pull from first, and when.

A couple of quick things to know for 2026: married couples stay in the 12% tax bracket up to $100,800 of taxable income (single filers, it's $50,400); one dollar over that line and the next dollar gets taxed at 22%. And having a cash cushion on hand means you're not forced to sell investments during a rocky market.

Retirement withdrawal strategy is one of those things that's easy to get wrong and expensive to fix after the fact. If you're within a few years of retirement (or already there), it's worth a conversation.

We're happy to help you think it through.
Give us a call 740.617.2580