Blog
What’s Your Plan for the End of the Year?
We are a month away from wrapping up the disaster of 2022. While I’m looking forward to turning the page, we are definitely not out of the woods just yet. However, I am seeing a lot of good signs that may be pointing...
Read MoreAre you ready for a potential LTC event?
“If you’re not allocating some of your dollars to long term care, you’re allocating all of them.” That quote has stuck with me since the first time I heard it and I always felt it was the most important...
Read MoreDo You Have a Plan?
October was financial planning awareness month. In a recent study from a collection of firms, it was estimated that only 27.8% of American households have a formal financial plan. If there was ever a year to prove that...
Read MoreState of the Union Year 2
The end of September meant the 2nd anniversary of Birds Eye Wealth Planning. While year 1 brought excitement of starting the company, utilizing new technology for my clients and a soaring stock market through December 2021, year...
Read MoreLife Insurance Awareness Month
September is Life Insurance Awareness month. Unfortunately, in the financial planning business, I experience untimely deaths of client and client’s family members all too often. One thing is certain, if you have a...
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2nd Annual Charity Golf Outing Registration
Registration is officially open for the 2nd Annual BJ Thomas Memorial Golf Outing, aka “The Beej”! Last year’s event was a huge success and raised significant money for the family. We hope that this...
Read MoreThe "R" Word
Are we in a recession? Google that and see how many different answers come up for you. Technically speaking, with two consecutive quarters of declines in GDP we could be. However, there is a panel of...
Read MoreDo You Like Guarantees?
Dear Mr. and Mrs. Client, I have a great opportunity for you. It has zero fees, you cannot lose money even when the market goes down, and if you take income from it the company has to pay you for the rest of your life no matter...
Read MoreWhat's your college plan?
College Planning, maybe the scariest two words in the English language for parents. Where is the best place to save? How much do I need to save per month? Will saving prevent me from receiving financial aid? Personally, my...
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The baseball season and a financial plan
Baseball is a looonnngggg season. Teams play about 20 spring training games, 162 regular season games and 10 more will play into the postseason. Pitchers and catchers typically report around February 14th and 1 team is holding the...
Read MoreImportance of Long Term Care Insurance in Your Financial Plan
“If you’re not allocating some of your dollars to long term care, you’re allocating all of them.” That quote has stuck with me since the first time I heard it and I used to think it was the most important reason...
Read MoreWelcome to Birds Eye's Newest Team Member
I mentioned in my anniversary blog last week that we had some exciting announcements coming. First on that list, I am pleased to introduce Brendan Sheehan to the Birds Eye Wealth Planning team. Brendan is a Registered Agent with the...
Read MoreOne year later ...
One year ago, Birds Eye Wealth opened its virtual doors for the first time. Nothing like hanging your shingle in the middle of a global pandemic! The reason I felt confident enough to do that was because of all of you and the...
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Self-Employed: What You Need to Know About Health Savings Accounts
As a self-employed individual, healthcare coverage and retirement savings can often fall by the wayside. In fact, only 34% of self-employed individuals have health insurance as compared to 84% of their traditionally employed...
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We Offer One-Time Financial Planning!
In the past, financial planning has typically been provided through a traditional assets under management (AUM) model. You invest money with an advisor and the advisor charges a fee, typically around 1%, to manage that money. However,...
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Why I Became A Financial Advisor
Some things in life captivate us at a young age and never stop fascinating us. For me that thing was planning. Whether it was my baseball card collection, my studies, or how I was going to retire at an early age, I was always trying to...
Read MoreFinancial Literacy Month
April was Financial Literacy Month and something that we need to take on more seriously in teaching our youth. I was excited to see my son had Financial Lit as an elective for his 3rd marking period. His first assignment? Build a...
Read MoreThe Financial Junk Drawer
Junk drawers, we all have them and it doesn’t matter what stage of life you’re in: “Where is the extra deck of cards for pinochle?” CHECK THE JUNK DRAWER! “Honey, have you seen the nail clippers?”...
Read MoreThoughts on GameStop
Some thoughts on Game Stop and this week If you somehow missed this story (which would have been very hard to do) let me give you the quick backstory. The stock of Gamestop ($GME) became the popular target of a Reddit thread known as...
Read MoreEstate Planning 101
One of my goals for my clients is to have professional alliances in other areas that are crucial to your financial plan that I can introduce you to. I also want to give them a voice on my blog as they are the subject matter experts....
Read MoreRich and Rosie Red Zone
Last week I introduced you Marty and Mary Midlife. This week it’s time to check in on the next big stage in the financial planning cycle. Meet Rich and Rosie Red Zone. Yes, just as the term “red zone” is used in...
Read MoreMeet the Midlife's
Last week I introduced you to Sally Starter. Fast forward 15-20 years and I’d like you to meet Mary and Mike Midlife. (From now on referred to as “The Midlife’s”.) From time to time, I will get an email from a...
Read MoreMeet Sally Starter
When I tell people I’m a financial planner, I typically get one of two responses: What does a financial planner actually do? I don’t think I have enough money to work with a financial planner. Both are fair questions. Over...
Read MoreNovember is Long-Term Care Awareness Month
“If you’re not allocating some of your dollars to long term care, you’re allocating all of them.” That quote has stuck with me since the first time I heard it. In light of the fact that November is Long Term...
Read MoreOctober is Financial Planning Month
October is Financial Planning Month. I’ll bet you were highly anticipating it all year! When people ask me what I do for a living and I respond with “I’m a financial planner” the next question I typically get is...
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College Savings and the FAFSA
October 1st marked the first day that the FAFSA could be submitted to colleges and universities. FAFSA stands for Free Application for Federal Student Aid. While the college landscape looks much different this year than it ever has in...
Read MoreThe election and the stock market
Without a doubt, this is the number one question I have been receiving over the past few months. Let me be very clear before I start this blog, if you are coming here for political commentary, you have come to the wrong place. I will...
Read MoreIs Now A Good Time To Jump In?
Hey Rob, “Do you think this is a good time to jump into the market?” That’s a question that I’m often asked by those around me. Here is my answer…no idea. Not because I don’t know what I’m...
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