Skinner Wealth Strategies

Skinner Wealth Strategies CFP® helping people age 50+ build tax-smart retirement income plans.

Integrating investments, Social Security, Roth strategies, and estate basics into one clear roadmap Brian joined Waddell & Reed in 2009, and LPL in 2021 as a result of the two companies merging. A University of Connecticut graduate, Brian sustains his industry knowledge through continuing education, and has earned the CFP® mark and CRPC designation. As a financial advisor, Brian focuses on helping

clients develop a comprehensive plan for all of their financial goals and concerns, and assists in implementing the actions needed to pursue those goals. Some of the areas he covers include: investment management, risk planning, and tax efficient accumulation and distribution, among many others. Brian's primary goal for his clients is to efficiently combine these pieces into one complete plan for the family.

05/27/2026

Over 70% of a retiree's financial outcome depends on returns in just the first 10 years. A short-term cash reserve can help you avoid selling investments during a downturn.

05/22/2026

People who have been retired 20+ years say they wish they retired sooner, spent more in the early years, and prioritized their health. All three come down to better planning.

05/20/2026

Target date funds sell your stocks, bonds, and cash all at once when you need income. A well-built portfolio lets you choose what to sell and when.

05/18/2026

At 3% inflation, $500,000 in purchasing power drops to $371,000 in 10 years. Inflation is a bigger long-term threat to retirees than a market crash.

05/15/2026

Most people think Social Security is tax-free, but up to 85% of your benefits can be taxed based on your income. The thresholds have not been updated since 1984.

05/13/2026

Every dollar in your traditional IRA has never been taxed, and withdrawals can trigger higher Social Security taxes, Medicare surcharges, and more. A Roth conversion strategy can help defuse the tax bomb.

05/11/2026

The bucket strategy helps retirees stop worrying about market crashes by keeping five years of expenses in safe assets while investing the rest for long-term growth.

05/08/2026

Three things that can derail your retirement faster than a bad investment: unplanned healthcare costs, tax bombs from required withdrawals, and overpaying for Medicare. All avoidable with the right plan.

05/06/2026

At 3% inflation, $50,000 today will cost over $100,000 in 25 years. Keeping all your retirement savings in cash might feel safe, but it could mean losing purchasing power every year.

04/15/2026

Most retirees understand how tax brackets work but still make costly withdrawal mistakes. Pulling too much from a traditional IRA in one year can mean paying taxes at your highest rate.

Address

472 Wheelers Farms Road, Suite 305
Milford, CT
06461

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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