Malvern Bank's "Money Matters"

Money Matters: Reuniting with Family, Reviewing Your Financial Goals

July 8, 2022


“Hi, it’s your friends and family, in person, not on screen. Remember us?” Regardless of the chaos facing air travelers this summer, it is the first time in years that in-person reunions are possible with fewer restrictions.

I hope you are planning to reunite with family and friends this summer. Something else you may need to reunite with is your financial goals. As you catch up with those closest to you, take the time to talk with them about your future plans. Especially with family, discuss the financial legacy you want to leave behind. You may get some great ideas and inspiration.

Then – why not make an appointment to meet with Sally Lawson, Malvern Bank’s Senior Investment Officer? She and her team can help you recalibrate your financial plans based upon your discussions with your family, making sure that your current plans will help you reach your goals. You can arrange an in-person consultation with Sally by calling her at 610.695.3651 or to Start the Conversation Today!

Especially in these complex and uncertain economic times, it’s important to refocus on your goals and strategies. The articles below have some valuable information and advice on how to do that. As always, I am here to support you as well.


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

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