Malvern Bank’s "Money Matters"

Money Matters: How to Approach September

September 10, 2021

Hello,

Remember what it was like walking into school for the first time? There was so much excitement and possibility in the air and, of course, some nervousness -- maybe even anxiety. That particular feeling of not knowing what to expect in September stays with you, especially this year as we mark 20 years since the September 11 tragedy. Amid all of the uncertainty this time of year, I've found that what helps quell anxiety is to focus on what is certain and what you can control. Now is a great time to check in with yourself.

Take a deep breath and answer honestly:

  • Are you where you want to be?
  • Are your loved ones provided for?
  • What can you do right now to improve or safeguard your future?
  • Do you know your limits? (That goes for tax withholding limits on your 401(k) or IRAs as well.

It's best to take steps now so there are no surprises later this year.

As always, Malvern Bank is here to answer any questions about your strategy. I encourage you to contact Sally Lawson, our Senior Investment Advisor, at 610.695.3651.

With years of financial experience, she can help you avoid surprises later this year - and down the road.

The following articles can also help you get in the right frame of mind for this time of year. I'd love to hear what you think. Let's connect soon.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Money Matters

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