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Fiduciary services for people with disabilities in Pennsylvania

Repeat After Me: “SSI Is Not Social Security”

  Trust Matters   Repeat After Me: “SSI Is Not Social Security” Special Needs Trust, Supplemental Security Income (SSI) SSI vs. Social Security If I had a million dollars, I’d buy commercial time at the upcoming Super Bowl and run an ad that would say, in big bold letters, “SSI is not Social Security.” I […]

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Financial Planning For Kids: Simple Tips to Teach Children How to Save

  Trust Matters   Financial Planning For Kids: Simple Tips to Teach Children How to Save Financial Planning Do your children see you pay with plastic? Do they truly understand the value of a dollar and realize money doesn’t grow on trees. Why not get your kids started on the right foot financially by teaching

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Easy Ways to Boost Your Financial Literacy

  Trust Matters   Easy Ways to Boost Your Financial Literacy Financial Planning April is Financial Literacy Month, a national campaign to raise awareness about financial literacy and promote financial education. In this month, organizations nationwide carry out a variety of events, learning opportunities, and initiatives to improve financial literacy, especially among our nation’s youth.

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