Principled Money Management

25/11/2025

🎄🎅 Help Brighten a Senior's Christmas! 🎅🎄

BVAA is decking the halls and getting ready for our Annual Holydays Luncheon for local seniors, and we'd love your help to make it extra merry and bright! We're looking for donations of small door prizes (around $15 each) to bring a little extra holiday cheer to the event.

Gift ideas include: 🎁 Gift cards 🍬 Sweet treats 🧤 Cozy accessories 🌸 Small decor items

Each gift will make a difference, bringing joy and warmth to a senior's holiday season. If you’d like to donate or have any questions, please send us a message or give us a call at 610-383-6900. Donations can be dropped off before December 11th at BVAA 250 Martin Luther King, Jr. Blvd., Coatesville, PA 19320 OR 55 Country Club Drive, Suite 200, Downingtown, PA 19355

Thank you for supporting our community seniors! 🎄❤️

25/11/2025

Join us in Phoenixville Tuesday,Dec. 2!

PHOENIXVILLE - Have a civil legal issue? Meet with a Legal Aid of Southeastern PA (LASP) attorney at the Phoenixville Public Library Tuesday, Dec. 2, 2025 from 10 a.m.-12 p.m. in the library's Harrop Room, 183 Second Ave., Phoenixville, PA 19460.

Registration is required. Register through Phoenixville Public Library at https://ccls.libcal.com/calendar/Phoenixville/legal-consultation (clickable link in bio) or by calling 610-933-3013, ext. 132.

This program is open to the public. Appointments are first-come, first-served.

A LASP attorney will provide information, counseling and advocacy in a variety of civil legal areas such as:
* Expungement, pardons, Social Security, unemployment compensation, public benefits, housing, bankruptcy, custody and visitation, no-asset divorce, protection from abuse, elder law, appeals, and employment issues.
* LASP cannot advise on issues of criminal law, including summary offenses.

LASP provides free legal services for individuals with low incomes in Bucks, Chester, Delaware & Montgomery counties.

The library is part of the Chester County Library System.

06/11/2025

Medicare's open enrollment period, which runs from October 15 through December 7, brings a surge in Medicare-related scams, as fraudsters exploit a con...

06/11/2025

Socializing and staying active at a senior living community can help boost mental and physical health outcomes and contribute to longevity. Two residents at a Dunedin, Florida, continuing care retirement community describe their experience.

06/11/2025

Do you need help with budgeting, bill paying, and financial organization? You are not alone and we can help you get on track. Visit our website to see how we can help you today.

Helping you plan a bright future!

27/08/2023

https://www.huffpost.com/entry/neighbor-elder-care-decline-health_n_64d549f1e4b0ce07804b1b44?d_id=6263011&ref=bffbhuffpost&ncid_tag=fcbklnkushpmg00000063&utm_medium=Social&utm_source=Facebook&utm_campaign=us_main&fbclid=IwAR0irteuTmHlVM6NkFcWTUvWZgQQodlCJeZzisvyBZFnakBddyoT-D3Csq4

"It was hard to see Jim’s decline. Should we have been doing more? Yes, but more could turn into a full-time job."

07/12/2022

9 Considerations for 2022 Year End Tax Planning

Despite the challenging environment, you are still able to and should focus on traditional year-end income tax planning. While many issues are out of our control, our tax situation is not one of them. Here are several things to consider before the beginning of 2023.

20/10/2022

Have you ever dreamt of being a millionaire? Join Open Hearth on Wednesday, October 26th at 6pm to learn ways to make your money work for you! A certified financial planner will unlock the secrets of successful savers. You’ll learn valuable skills, like how to take advantage of the principle of compounding and how utilizing perks your employer already offers are the keys to building your net worth!

To register, please visit https://loom.ly/BIqMzfc

11/10/2022

Budgets are essential to help keep you out of debt and build savings. Join Open Hearth tomorrow, October 12th at 6pm for a free virtual financial workshop!

Become motivated to set up a spending plan which can help reduce your debt and even build savings. We will talk about the envelope system and other strategies that are easy ways to get started taking control of your money instead of having your money control you.

To register, please visit https://loom.ly/BIqMzfc

16/09/2022

Join Open Hearth’s next FREE workshop taking place via Zoom on Wednesday, September 21st! We'll be talking all things for higher education, including both college and vocational training.

An Assistant Director of Financial Aid will explain options including government loans and grants as well as private scholarships and loans. Bring your questions!

Please register online at www.tinyurl.com/nrec939
Questions? [email protected]

02/09/2022

Our first financial workshop of the fall is around the corner! Join us Wednesday, September 7th, for a FREE, fully-remote session from 6:00pm-8:00pm. A Daily Money Manager will cover a breadth of finance topics in an approachable manner, including:

• Debt reduction
• Saving for retirement
• Shopping for a loan
• Insurance, and more!

REGISTRATION IS REQUIRED
Please register online at www.tinyurl.com/nrec939

Questions? [email protected]

22/08/2022

On the surface, variable annuities sound almost too good to be true. But once you learn the facts about the safety of your principal, the fees and how the income is paid out, you’ll see they might not be as great as they sound for retirees.