Malvern Bank’s "Money Matters"

Money Matters: Pass on Your Wealth Wisdom

June 29, 2021


We're at the tail end of graduation season, and that signals change and new beginnings. I think it's safe to say that high school and college graduates are not the only ones looking forward to some change in the coming months. After all of the lessons learned in the past year, a fresh start sounds really good. It can be difficult to continually adjust to many changes or to understand what Gen Z and Millennials are facing when it comes to financing.

One of the best ways to get the conversation started is to share what you've learned so far - to pass on your wealth wisdom. Listen and respond with an open mind, and you just may find yourself learning too. With all the changes the past year has brought, now is the perfect time to pass on the lessons and wisdom you've gained.

Some wealth wisdom you can pass on:

  • How to graduate from uncertainty to defined goals
  • How to graduate from debt into equity
  • How to graduate from worry about the future to a solid plan

Just ask us how, and we can get started on something new today. I encourage you to reach out to Sally Lawson, our Senior Investment Advisor, at 610.695.3651.

Here are some insightful articles to spark some ideas. Read and share with friends or family, to keep them in the know as well. Take care and keep in touch.


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

Money Matters

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