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Angie Z. Shay has worked in the financial services industry for more than 22 years. She is president of THE PATH Financial Strategies, LLC. Angie Shay is a financial adviser with Eagle Strategies LLC, a Registered Investment Adviser and an indirect wholly owned subsidiary of New York Life Insurance Company. THE PATH Financial Strategies, LLC is not owned or operated by Eagle Strategies or its affiliates. Neither THE PATH Financial Strategies, LLC or Angie Z. Shay provide tax or legal advice.
It Starts with a Budget

The bottom line for success in your financial house boils down to one word: budget. More specifically, know your monthly budget and the numbers that make it up. Now, I’m…

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Pre-Tax Assets

Decisions about pre-tax assets – such as 401(k)s, 403(b)s, simple IRAs, SEP IRAs, and traditional IRAs – can either protect or greatly reduce the beneficiary’s overall benefits, so make sure…

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Living and Learning

The only thing that is certain in life is change, so having flexible financial plans and products matters. Let’s look at two examples of how unsuspecting needs arose and how…

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Tips for Single Parents

When one parent shoulders the responsibility of raising children, the pressure is real, especially with finances. The cost of basic expenses alone – food, shelter, and clothing – is enough…

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Get a Smart Start

The electronic age has increased our productivity, yet compromised our financial safety. With threats all around us – like shifty telemarketing, phishing, scamming, spamming, and malware – we need to…

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What to Give the Grandkids?

Traditional gifts of the season tend to get broken, forgotten, or discarded far too quickly. Why not give a gift with long-term impact and long-term value? Here are three ideas…

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Thankfully Realistic

As Thanksgiving approaches, we begin  a season of buying and giving. We make lists and hunt for perfect gifts. We spend more time with family and friends, entertaining, eating, and…

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Left Behind

In an effort to protect funds and plan for the future, people choose beneficiaries, strategically shift assets, or add joint owners with good intentions, but often without fully understanding the…

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