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

Malvern Bank's "Money Matters"

Money Matters: Living Your Best Life

May 19, 2023

Hello,

What’s your magic number?

Everyone has one.

For some, it’s a salary or net worth you aspire to achieve. For others, it’s a wellness goal or status symbol that lets everyone know “you finally made it” in your pursuit of happiness. The thought process sometimes goes like this: “If only I had a guaranteed salary of $X with a bank account of $Z, that would be enough.”

The question is, though, once you reached that goal, have you ever not expanded your definition of enough farther into the future? If so, you’re not alone. Striving – and surviving – is part of our human nature.

The value lies in knowing when enough is truly enough. And that can be difficult in these inflationary times with talk of economic uncertainty, the U.S. debt ceiling and its bearing on Social Security and retirement planning.

Malvern Bank can help you navigate these uncertain times, enabling you to live your best life – now and in retirement. Call Sally Lawson, SVP/Senior Investment Advisor, at 610.695.3651 or contact her at SLawson@MyMalvernBank.com. She’ll help you take steps to design a plan that grows with you through life’s ups and downs.

Let’s keep this conversation going. And let the articles below serve as inspiration this week as well. Enjoy!

Sincerely,

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

Malvern Bank

Return to Money Matters


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