Financial Planning Resources
Expert guides and insights from Skinner Wealth Strategies to help you make confident financial decisions.
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What Is the Biggest Mistake Most People Make Regarding Retirement?
The biggest retirement mistake is failing to build a written income distribution plan. Learn how to avoid the most common retirement pitfalls.
GuideDo You Lose Your Health Insurance Premium Tax Credit at 65?
At 65, you lose the ACA premium tax credit. Learn how income planning in your early 60s affects eligibility for Connecticut pre-retirees.
GuideESPP Guidance for High Earners: Making the Most of Your Employee Stock Purchase Plan
High earners face elevated ESPP tax complexity. Learn about qualifying dispositions, NIIT, concentration risk, and coordinated planning.
GuideTax-Sensitive Income Distribution Planning for Pre-Retirees & Retirees (50+)
Learn how strategic withdrawal sequencing across account types can reduce your lifetime tax burden in retirement.
GuideHow Much Money Do You Need to Retire in Connecticut?
Connecticut residents generally need $1.2M to $2.5M to retire at 65. Learn about CT-specific costs, taxes, and retirement income planning.
GuideRoth Conversion Strategy for Connecticut Residents: Does It Still Make Sense in 2026?
CT's full IRA exemption took effect in 2026. Learn whether Roth conversions still make sense for pre-retirees with $1M+ in savings.
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