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.

06/17/2026

Two people retire with $1 million, earn the same average return, and one goes broke while the other triples their money. The difference is when the bad years hit.
Let's Meet➡️ skinnerwealthstrategies.com/meet-brian

06/15/2026

Healthcare before 65 is what keeps most people at jobs they're ready to leave — not money. 🏥 But with the right income strategy, even retirees with significant savings can qualify for major ACA premium assistance. In 2026, a couple earning under roughly $84,600 qualifies. The key is managing which accounts your income comes from. Healthcare doesn't have to be what delays your retirement.
Let's Meet➡️ skinnerwealthstrategies.com/meet-brian

06/12/2026

38% of the S&P 500 is now concentrated in just 10 companies — a level never seen before. 📊 The last time a similar shift happened was the 1970s, when the Nifty Fifty collapsed and the assets everyone had ignored — commodities, real estate, international stocks — became the top performers. Nobody can predict what markets will do. But history rhymes loudly enough to pay attention.

06/10/2026

Most people who could retire don't — not because they can't afford to, but because nobody has shown them a plan they actually trust. 💡 They stay for health insurance they might not need. They keep saving money they could be spending. The goal was never just to hit a number. It was to build the confidence to actually use it.
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06/08/2026

The average investor earns 3–5% less than the stock market every year — not from picking the wrong investments, but from behavior. 📉 Buying high when things feel good. Selling low when things feel scary. Over 30 years, that gap costs hundreds of thousands of dollars. The fix isn't smarter timing — it's a plan with clear rules that removes emotion from the equation entirely.

06/05/2026

Three fears keep people from retiring: running out of money, a market crash, and healthcare costs before 65. All three are more manageable with the right plan.

06/03/2026

Most retirees don't find out they owe hundreds more per month for Medicare until the notice arrives from Social Security. 🚨 It's called IRMAA — and a single high-income year from a Roth conversion, stock sale, or lump sum can trigger it two years later. One dollar over the threshold triggers the full surcharge. Here's what to know before it catches you off guard.

06/01/2026

During the April 2025 selloff, markets dropped sharply for four days — then recovered half the loss in minutes when policy changed. 📉📈 If you had sold during the panic, you missed one of the fastest recoveries in recent history. The best days almost always follow the worst ones. Emotional decisions are the number one wealth destroyer for people near or in retirement — not bad markets.

05/29/2026

"Safe" investments aren't always as safe as they feel. 💰 A savings account protects your balance — but at 0.4% interest and 3% inflation, you lose over 20% of purchasing power in a decade. Bonds can go flat for years. And 100% stocks introduce serious risk near retirement. The answer for most people is a diversified portfolio that balances all of it.

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.

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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