Malvern Bank will be closed Monday, June 19 in observance of Juneteenth National Independence Day.

Malvern Bank’s "Money Matters"

Money Matters: What you know = How much you grow

April 20, 2021


April is financial literacy month, and it's a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest. Growing something large and beautiful from a small seed is a fantastic analogy for the financial planning you do in order to reach your retirement goals.

Women's financial literacy, in particular, has been a meaningful topic of conversation for many years. While women have attained greater visibility in the corporate world, many have not seized control of their finances in a meaningful way. Financial literacy speaks to an understanding of the tools needed to make knowledgeable decisions regarding savings, investments, and retirement goals. Education is the key to gaining confidence, helping women achieve financial security. One way to achieve this knowledge is to work with an Investment Advisor.

Malvern Bank's affiliate, Bell Rock Capital, LLC, an SEC Registered Investment Advisor, will take the time to sit with you and help you better understand the choices you have for launching your financial future. If you would like to meet with our Investment Advisor at Malvern, please call Sally Lawson, Senior Investment Advisor, at 610.695.3651.


Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400

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.


Return to Money Matters

Really? You’re Kidding. You Think Now's The Time For Financial Literacy?

Forbes: April 13, 2021

Whatever the world around you is like, it's reassuring to count on yourself for making the best...

Read More

An Easier Way To Pay Fewer Taxes In Retirement

Forbes: April 9, 2021

What seemed like a big retirement income number would be much smaller after paying federal income...

Read More

Are You Ready To Play The 401(k) Game? Hint: You Already Are

Forbes: April 15, 2021

What do Mary Poppins, Indiana Jones, and Call of Duty have to do with your retirement? More than...

Read More

Back in the mix: cocktails for outdoor meet-ups

The Guardian: April 14, 2021

The secret to enterprising cocktails for picnic refreshments is to pack them in a flask to keep...

Read More

Everyday Activities That Can Teach Financial Literacy to Kids

Investopedia: April 12, 2021

Research shows that many financial habits are set by age 7...

Read More