Kathy Moran Wealth Group

10/06/2026

October is Cybersecurity Awareness Month
In today's digital world, protecting your personal and financial information is more important than ever. Throughout October, we'll be sharing articles and resources focused on cybersecurity education to help you stay informed and safeguard what matters most.

5 Key Cybersecurity Tips to Keep in Mind:
✅Use strong, unique passwords for all important accounts.
✅Enable multi-factor authentication whenever possible.
✅Be cautious of unexpected emails, text messages, and links.
✅Keep your devices and software up to date.
✅Regularly monitor your financial accounts for suspicious activity.

Stay tuned throughout the month as we share practical tips and resources to help you protect yourself online.

09/22/2026

The arrival of autumn reminds us that meaningful progress often happens over time. Just as the seasons change gradually, building a strong financial future is a journey shaped by patience, preparation, and consistent effort.
As we welcome a new season, we wish you a wonderful fall!

09/16/2026

Preparing for the unexpected can bring peace of mind to both you and the people who matter most. Discover how thoughtful discussions and thorough documentation can help reduce uncertainty for your loved ones in the future.

raymondjames.com

09/11/2026

On this day, we pause to remember those who lost their lives on September 11, 2001, and honor the bravery, resilience, and unity displayed by first responders and countless individuals in the face of tragedy.

09/07/2026

Here's to a day of rest, relaxation, and appreciation for all the hard work that makes a difference every day. Happy Labor Day!

09/04/2026

Kickoff is here!

Whether you're cheering on your favorite football team from the stands or from your living room, one thing is certain: championships aren't won without a game plan.

The same is true for your financial future. A successful financial strategy requires a strong offense to build wealth, a solid defense to protect it, and a game plan to help keep you on track toward your goals.

Who are you rooting for this football season?

08/26/2026

As a new school year begins, we want to wish all students, teachers, and families a successful and rewarding year ahead.

A special shoutout goes to the students of the Kathy Moran Wealth Group family! Here's to a fantastic school year filled with growth, learning, and success.

08/21/2026

We're proud to once again serve as the Presenting Sponsor of the Harrisonburg-Rockingham Chamber of Commerce Presidential Address. This event provides a unique opportunity to hear from the presidents of Bridgewater College, Eastern Mennonite University, James Madison University, and Blue Ridge Community College as they share their perspectives on the future of higher education and its impact on our region. We are honored to support this important community conversation.

08/19/2026

Most of us associate 529 plans with college savings. They offer flexibility, allowing you to transfer assets to another beneficiary to support their educational goals. But did you know that a 529 plan can also be a powerful estate planning tool?

raymondjames.com

08/14/2026

On Wednesday evening, we were elated to serve as the sponsor of the local opening band, The Minor Four, at the Levitt AMP Harrisonburg Music Series. Both The Minor Four and headliner Fabiola Méndez provided a wonderful evening of live music.

We value this series' mission of bringing people together through free, live music in welcoming public spaces, and we thank Harrisonburg Downtown Renaissance for their hard work in making this series a reality! We are proud to support their efforts to create a vibrant downtown for businesses, residents, and visitors alike.

Learn more: https://www.downtownharrisonburg.org/levitt-amp-music-series