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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 not talking about the easy figures, like the mortgage, power…

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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 you understand related terms, options, and strategies. A pre-tax asset’s…

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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 a greatly misunderstood financial product came to the rescue. A…

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    Top 6 Not-So-Smart Financial Moves

    People make common financial mistakes every day – bad decisions that cost them money. Do any of these blunders apply to you? 1. Not paying off credit card balances.  Sometimes people have a credit card balance that seems small, so…

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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 to cause hardship. What’s a single parent to do? I’ve…

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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 be on guard. Staying alert and knowing what to say…

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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 that will transcend the season: Roth IRAs, Uniform Gift to…

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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 celebrating. It is an exciting time of year, but along…

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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 potential ramifications. Poor decisions can be costly, sometimes causing beneficiaries…

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    Take a Closer Look at Cash Flow

    As a financial advisor, one of my goals is to help clients align their money with their deepest held values – and keep it there. This typically involves a learning curve and a process, with the most important part being…

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