Newsroom · Media appearances

CNBC: Charlie Massimo Quoted in “How to Financially Plan for a Disabled Loved One’s Future Care”

Wealth Enhancement Newsroom · September 11, 2022

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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