Malvern Bank’s "Money Matters"

Money Matters: Signed, sealed, delivered ... now what?

May 14, 2021

Hello,

We're at the tail end of another tax season, thanks to the IRS extending the filing deadline this year to May 17. And if you're like most people, I'm sure you're feeling pretty good about putting 2020 in your rearview mirror. Whether you got the refund you were expecting or found you had a balance owing, what you do after Tax Day can have a positive effect on your overall financial health.

Doing your taxes and organizing all your financial documents gives you a good overall picture of where you stand. The next step is to apply this knowledge across all aspects of your financial life. By taking control and actively engaging in the process, you create accountability for your financial life. You can better judge what years were better for you financially and how you rebounded from financial mistakes. That's where Malvern Bank can help. Together we review what you've organized and put a strategy in place that can anticipate change and continue to help work towards achieving your long-term goals.

We'll then monitor progress every step of the way. If you'd like to make sure you are in the best financial shape possible after this tax season, I encourage you to contact Sally Lawson, our Senior Investment Advisor, at 610.695.3651.

She can help ensure that you will achieve your long-term financial goals. Here is some useful information to see you through this week and the final days of tax season. These articles from the top publications in the world are available for you to read and share without a subscription, and it's a special service I'm happy to provide. Enjoy and let's talk soon!

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400
Marketing@MyMalvernBank.com

Money Matters

Bell Rock Capital, an SEC Registered Investment Advisor, is working in affiliation with Malvern Bank, NA. Products offered are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or other government agency; Not endorsed or guaranteed by the bank or their affiliates; and are not deposits or obligations of the bank and are not guaranteed by the bank, and are subject to investment risk, including potential loss of principal.

NOT FDIC INSURED   ●   NOT BANK GUARANTEED   ●   MAY LOSE VALUE   ●   NOT A DEPOSIT   ●   NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

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