Birds Eye Wealth Planning

Birds Eye Wealth Planning Birds Eye Wealth Planning is designed to match your financial needs, goals and priorities. We become your partner in achieving your financial goals.

At Birds Eye Wealth Planning, we work closely with you to develop a truly comprehensive and thorough goals based financial plan. Birds Eye is the culmination of everything Rob Walsh, President of Birds Eye, learned, both good and bad, over the past 20 years in corporate and personal finance. Rob's planning process has evolved over the years and today it involves a truly comprehensive and macro (bi

rd’s eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning. To learn more about Birds Eye Wealth Planning and for full disclosures, visit https://www.birdseyewealthplanning.com/

Stop me if you have heard this one before. We are currently at war with a country in the Middle East, oil prices are spi...
03/20/2026

Stop me if you have heard this one before. We are currently at war with a country in the Middle East, oil prices are spiking and that is sparking renewed inflation fears which could lead to rate hikes which could cause the market to...

Please save the date for the 6th Annual BEEJ Charity Golf outing. For those of you new to Birds Eye or unfamiliar with t...
03/16/2026

Please save the date for the 6th Annual BEEJ Charity Golf outing. For those of you new to Birds Eye or unfamiliar with the story of this outing you can read more about it here. I’m very excited to be back at Pebble Creek Golf Club in...

As we approach the close of 2025, which increasingly looks like a 3rd straight year of double digit returns in the S&P, ...
12/17/2025

As we approach the close of 2025, which increasingly looks like a 3rd straight year of double digit returns in the S&P, there continues to be fear and angst about what could go wrong or already is wrong. With that in mind, I wanted to...

The IRS has announced updated federal income tax brackets and deductions for 2026, reflecting inflation adjustments.For ...
12/01/2025

The IRS has announced updated federal income tax brackets and deductions for 2026, reflecting inflation adjustments.

For married couples filing jointly, the standard deduction rises to $32,200, up from $31,500 in 2025. Single filers can now claim $16,100, an increase from $15,750. The top 37% tax rate applies to income above $768,700 for joint filers and $640,600 for individuals.

The agency also raised thresholds for long-term capital gains, estate tax exemptions, and eligibility for the earned income tax credit. These updates will apply to 2026 income for returns filed in 2027.


Source:

The IRS has announced higher federal income tax brackets and standard deductions for 2026. Here's what taxpayers need to know.

Black Friday deals are everywhere, but not all of them are worth your money.This season, try a new kind of strategy:📌 St...
11/21/2025

Black Friday deals are everywhere, but not all of them are worth your money.

This season, try a new kind of strategy:
📌 Stick to your budget
📝 Make a list (and don’t deviate!)
🤔 Ask: “Do I really need this?”
🔕 Mute the hype until the dust settles

These small habits can go a long way in helping you feel more confident and in control during a high-spend season.

The holidays are a time for warmth and connection with you and your loved ones. However, sometimes the conversation turn...
11/19/2025

The holidays are a time for warmth and connection with you and your loved ones. However, sometimes the conversation turns to money. Here are some things to consider.

October is Financial Planning Month. Getting someone to be excited about that is like trying to get your 12-year-old (or...
10/30/2025

October is Financial Planning Month. Getting someone to be excited about that is like trying to get your 12-year-old (or me for that matter) to eat their brussels sprouts. However, I love this month as I think it’s a great time to...

September 1st marked the 5 year anniversary of Birds Eye Wealth Planning. Like any small business owner, milestones like...
09/18/2025

September 1st marked the 5 year anniversary of Birds Eye Wealth Planning. Like any small business owner, milestones like that are somewhat hard to believe as I look back on the path I’ve taken in my professional life. I have all of you...

The One Big Beautiful Bill Act(OBBBA) was passed on July 4th and it has taken some time to parse through it. I wanted to...
08/11/2025

The One Big Beautiful Bill Act(OBBBA) was passed on July 4th and it has taken some time to parse through it. I wanted to touch on some highlights that I feel are pertinent to my clients. However, if there are any other issues you have...

June is awareness month for one of the most polarizing products in the financial world … Annuities. If you listen to man...
06/25/2025

June is awareness month for one of the most polarizing products in the financial world … Annuities. If you listen to many “experts”, then there’s nothing polarizing, they are simply the worst product on the market. My issue with that...

When it comes to estate planning and probate, there seems to be a lot of confusion as to what actually takes place when ...
05/29/2025

When it comes to estate planning and probate, there seems to be a lot of confusion as to what actually takes place when a loved one passes away. While almost every estate goes through probate upon death, it’s not very difficult for...

05/01/2025

Address

3600 Route 66, Suite 150
Neptune City, NJ
07753

Telephone

+16095321090

Website

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