Malvern Bank's "Money Matters"

Money Matters: A confusing tax season? Here's what you need to know.

February 25, 2022

Hello,

Tax season is underway and it's shaping up to be a little more complicated this year: the flood of federal pandemic-relief money is causing confusion among taxpayers, the average refund is expected to be smaller, and returns may be arriving later, due to a backlog at the IRS.

As we continue to recover from the pandemic's effects on the economy and our individual finances, you may be facing some complicated situations or a backlog yourself.

Whatever questions you have, know you're not going it alone. A problem shared is a problem halved. Together, we can tackle each issue you're up against - whether it's concerns about your return, an aging parent, or even strategies around how best to save for more of life's unexpected changes.

Even the most complicated situations can be simplified into actionable next steps. Sally Lawson, Malvern Bank's Senior Investment Officer, can be a great resource for you. She and her team can answer your questions and help you sort through the confusion. Contact her at 610.695.3651.

You may find the information in the articles below to be helpful, too.

Reach out. We're here to help.

Sincerely,

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

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