Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by CNBC in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities.”
“For the first time, millions of Americans with disabilities will have access to the same kind of tax-advantaged wealth-building accounts most families already have.”
Access the full article authored by Sharon Epperson here.
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CNBC: Charlie Massimo Featured in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities”
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Kiplinger: Greg Giardino Featured in “I Thought I'd Be Set, But My $3 Million Isn't Buying the Retirement I Imagined. What Should I Do?”
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