Malvern Bank’s "Money Matters"

Money Matters: What a Trip it Will Be

June 04, 2021

Hello,

Summer is the time to hit the open road and explore this big, beautiful country. But with epic drives can come epic expenses. Make sure you don't let unexpected costs creep in while planning the perfect road trip. The following articles have some good tips for summer trips.

Managing finances is a lot like taking a road trip: You're setting your sights on a goal and planning the best route to get there. Commit to having a strategy for your long trip. Keep in mind it's optimal to get an early start and consistently add to your savings. Find the right path for yourself and know what the risks are along that path. Be mindful of who is giving you advice along the way, and arrive safely at your destination (a well-earned retirement).

If you have any questions on your journey, please reach out to Sally Lawson, Malvern Bank's Senior Investment Advisor, at 610.695.3651. She's here to help guide you. And don't forget that Sally is also happy to assist as your automatic "blind spot detection" for things you may not see that could put you at risk. Just ask!

So, rest easy, enjoy the ride, and let's make this one of the best summers ever. Here's some good reading for sightseeing along the way. Feel free to share with family and friends. Take care, be safe, and post a picture or two of your trip.

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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