skip to Main Content
Avatar
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
Back To Top

There are reasons 17,000+ families have signed up for the RFM eNews

Exclusive Contest Alerts | New Issue Reminders | Discount Codes and Savings
SUBSCRIBE NOW
close-link