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CNBC: Charlie Massimo Quoted in "How to Financially Plan for a Disabled Loved One's Future Care"

Charlie Massimo

3 minutes

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by CNBC sharing how to financially plan for a disabled loved one’s future care.

“If you were saving in a regular 529 plan and your child became disabled prior to 26 you can transfer those funds into an ABLE account,” said financial advisor Charlie Massimo, a Senior Vice President at Wealth Enhancement Group in Deer Park, New York.

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Head shot of Charlie Massimo

Senior Vice President, Financial Advisor

Long Island, NY

Charles Massimo, financial advisor, empowers women in transition, retirees, and families impacted by autism with personalized wealth strategies.

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