Charles Massimo

Helping Affluent Families Navigate Retirement, Taxes & Life Transitions with Clarity, Confidence & Kindness

[Charles Massimo @CharlesMassimo3]

Everyone's doing their job. So, who's watching the gaps?

#PersonalCFO #LifeAndWealth #FinancialCoordination #StrategicWealth #BeyondThePortfolio

[Charles Massimo @CharlesMassimo3]

Giving from your checkbook? There may be a better way.

#CharitableGiving #YearEndPlanning #TaxSmartGiving #CharitableImpact #PlanningWithPurpose

[Charles Massimo @CharlesMassimo3]

Your net worth grew. Did your insurance?

#UmbrellaCoverage #CoverageCheck #InsuranceReview #WealthProtection #InsuranceGaps

[Charles Massimo @CharlesMassimo3]

Owning rental property in your own name? Watch this.

#RentalProperty #RealEstateRisk #AssetProtection #LandlordLessons #RealEstatePlanning

[Charles Massimo @CharlesMassimo3]

Your business is your biggest asset. Does it have a plan?

#BusinessOwner #BusinessSuccession #ProtectYourBusiness #YourBiggestAsset #FamilyBusinessPlanning

[Charles Massimo @CharlesMassimo3]

The Social Security question most special needs families never get asked.

#SpecialNeedsPlanning #DisabledAdultChildBenefit #SocialSecurityStrategy #SpecialNeedsFamily #LifetimeCare

[Charles Massimo @CharlesMassimo3]

Your will doesn’t control most of your money.

#TransferOnDeath #AvoidProbate #AccountTitling #BeneficiaryPlanning #EstatePlanning

[Charles Massimo @CharlesMassimo3]

More wealth doesn’t mean more ease. It means more structure.

#WealthStructure #BeyondReturns #FinancialCoordination #StructureOverReturns #FamilyWealthPlanning

[Charles Massimo @CharlesMassimo3]

If you’re new here, here’s a little about who I am and why I do what I do. Welcome!

#FinancialAdvisor #WealthManagement #WolfofWallStreet #MoneyConversation #FinanceTips

[Charles Massimo @CharlesMassimo3]

The goal was never just to build more wealth. It was to build a better life.

#CharliesCorner #PurposefulPlanning #LifeWellLived #FinancialWisdom #LegacyMatters

[Charles Massimo @CharlesMassimo3]

A tax return looks backward. A tax strategy looks ahead.
#TaxStrategy #TaxPlanning #WealthManagement #SmartTaxPlanning #FinancialStrategy

[Charles Massimo @CharlesMassimo3]

Retirement isn't just about what you're leaving behind. It's about what you're moving toward.

#RetirementPlanning #LifeAfterWork #PurposeDrivenLife #NextChapter #RetirementGoals

[Charles Massimo @CharlesMassimo3]

Preparing your children for wealth may be more important than creating it.

#LegacyPlanning #FamilyWealth #GenerationalWealth #EstateStrategy #FinancialLegacy

[Charles Massimo @CharlesMassimo3]

Wealth without a strategy can create more problems than it solves.

#WealthStrategy #HighNetWorth #EstatePlanning #TaxPlanning #FinancialPlanning

[Charles Massimo @CharlesMassimo3]

@dnason good article on able accounts but you left out very important point the type of Guardianship you need to be able to open able acct on behalf of your child.

[Charles Massimo @CharlesMassimo3]

A great opportunity to learn about autism while spending the day with your best friend.

[Charles Massimo @CharlesMassimo3]

@megynkelly Could not agree more. I hope one day he will share his true feelings on Covid because we haven't heard them yet.