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Press & Media

“Plans fail for lack of counsel, but with many advisers they succeed.”
- Proverbs 15:22 -

Media Announcements

THE PATH Financial Strategies serves our community through volunteerism, mentoring, and participation on leadership boards that are local to national in scope.

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Angelia Z. Shay Put Life Into America

Watch this video about Angie’s client, Allison, and her experience after unexpectedly losing her husband.

Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

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The NYLIC Review

Angelia Z. Shay talks about A Partner’s Sudden Loss, a Shared Dream Undeferred.

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Angelia Z. Shay Profiles in Diversity Journal

Angie writes an article entitled: "Women’s History Month: Remembering the Struggle to be Heard."

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Angelia Z. Shay Richmond Family Magazine

Richmonder Enters New York Life Hall of Fame.

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Angelia Z. Shay Life & Health Advisor

Angie is featured in this month's magazine.

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Angelia Z. Shay Life & Health Advisor

In St. Louis at the WIFS National Conference, Angie was elected National President of Women in Insurance & Financial Services (WIFS) - the only national organization exclusively devoted to helping women succeed in both insurance and financial services.

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Angelia Z. Shay LifeHealthPRO Article

Angie is listed as one of the 20 women in insurance that you need to know.

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6 News

Angelia Z. Shay made her first TV debut

The early morning show called "Virginia this Morning," interviewed Angie, making it her first appearance on TV live. Check out the link above to hear what Angie has to say about women in the financial world.

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Angelia Z. Shay New Appointment

Richmond Family Magazine writes a brief article concerning Angie's appointment to WIFS, a National Board.

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Articles

THE PATH Financial Strategies also provides financial education through speaking engagements and publications, including these magazine articles authored by Angelia Z. Shay (formerly Angelia Fritter).

"It Starts With a Budget" - Richmond Family Magazine

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....check it out!

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"Pre-Tax Assets" - Richmond Family Magazine

The best offense is always a good defense, so make sure your financial planning includes some protective strategies with lasting impact – for yourself and your heirs.

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"Living and Learning" - Richmond Family Magazine

The only thing that is certain in life is change, so having flexible financial plans and products matters.

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"Top 6 Not-So-Smart Financial Moves" - Richmond Family Magazine

Angie writes about how to avoid common money mistakes.

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"Tips for Single Parents" - Richmond Family Magazine

In this article, Angie writes about some helpful tips for single parents.

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"Get a Smart Start" - Richmond Family Magazine

Staying on guard, changing ways of thinking, and sometimes not responding can help protect you from devious scams and negative consequences. Start your New Year safe and secure, versus sorry.

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"What to Give the Grandkids" - Richmond Family Magazine

This Christmas maybe giving a "traditional" gift may not be the best gift. Why not give a gift with long-term impact and long-term value? Angie explains about three ideas that will transcend the season.

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"Thankfully Realistic" - Richmond Family Magazine

How do you plan to spend money this Holiday Season? Be realistic and see what you could do to prevent stress.

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"Left Behind" - Richmond Family Magazine

Begin with the end in mind, planning so your beneficiaries truly benefit...

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"Take a Closer Look at Cash Flow" - Richmond Family Magazine

Do your values match with the way you spend money? Take a look at this article and see if you are able to learn a process that hopefully will align these two areas.

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"Back-to-Budget Basics" - Richmond Family Magazine

Sometimes our children think that money grows on trees. However, we know that it doesn't. Check out this article on how to teach your children about money management.

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"Your IRA, On a Roll" - Richmond Family Magazine

When changing jobs, something you should consider...

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"Small Business Basics" - Richmond Family Magazine

Small businesses and home-based startups have this in common: the desire for success. Check it out to get some simple tips to follow.

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"Your Child’s Future" - Richmond Family Magazine

Time slips by fast when you look at the time that you have with your children. This article, Angie shares some ways to financially prepare for your children’s future.

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"Financial Risks" - Richmond Family Magazine

Risk is everywhere, no matter how hard you try to avoid it. With financial risks, some are obvious, others are hidden. The big question is, which financial risks should you avoid, insure, or assume?

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"Women's Financial Fears" - Richmond Family Magazine

With March being Women's history month, Angie shares some common fears that women have and how they can overcome those fears to help create legacies, both personally and financially.

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"The Inevitable" - Richmond Family Magazine

A good way of showing your love is by being prepared.

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"Financial Kick Starts" - Richmond Family Magazine

Find out from Angie 5 little tips that could make a big difference.

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"Disability Insurance" - Richmond Family Magazine

So how do you know which type of insurance to own?

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"The Parent Talk" - Richmond Family Magazine

Financial conversations between generations can be more pleasant when conducted at the right phase of life – that is, when it’s comfortable for the parents.

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"The Strategic Plan" - Richmond Family Magazine

A strategic plan is a compass for business. It gives direction, helps organizations make good decisions, and supports balance.

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"Is Refinancing Right?" - Richmond Family Magazine

Consider Why, When, and How Much... The answers to these questions could let you figure out if refinancing is an option.

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"Reining in Consumerism for Kids’ Sake" - Richmond Family Magazine

Financial self-control starts with parents, so perhaps it’s time for a self-audit of your family’s financial management?

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"The Tax Man Cometh" - Richmond Family Magazine

Last-minute tips for tax day! Don’t just complete your current tax return; get organized for next year.

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"Financing the Cost of College" - Richmond Family Magazine

Research options, read fine print, and think "out of the box" to fund your children’s college education.

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"Life Insurance" - Richmond Family Magazine

Life insurance is the greatest love letter ever written ... and an important tool for every financial plan.

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"Team of Two" - Richmond Family Magazine

A good marriage and a strong financial foundation require hard work, communication skills, and ongoing adjustments. After a couple says "I do," words like "I" and "you" should be replaced by phrases that embrace the essence of a strong team.

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"Saving for Retirement" - Richmond Family Magazine

Young parents can deal with significant financial pressures: job insecurity, reduced home values, rising expenses, college education, and more. While these issues can max out financial resources, setting aside funds for retirement must be on their radar.

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"Your Financial Buckets" - Richmond Family Magazine

Simplify your financial process with three-bucket concept: protection, wealth accumulation, and wealth distribution. All go together, yet each is individually important. Hope for the best, plan for the worst!

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"No Pain, No Gain; Change Your Attitude" - Richmond Family Magazine

If it sounds too good to be true, it probably is. There is no get-rich-quick method that lasts.

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"Teens and Money" - Richmond Family Magazine

Consider these tips for money management with teens, including basic guidelines for teaching financial responsibility.

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"College Students and Credit" - Richmond Family Magazine

When college approaches, some are overwhelmed with the jaw-dropping costs. What’s the best way to pay? Should you consider a loan? Should the college student get a credit card? And should there be limits?

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"Kids and Money" - Richmond Family Magazine

When an allowance is given to children based on a child simply existing, an attitude of entitlement can develop with little concern for money or how it’s handled. What’s a parent to do?

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"Retirement Planning" - Richmond Family Magazine

When planning your future, the only certainty is change, the only option is flexibility. This applies not only to life in general, but also to financial planning – including your retirement.

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"Marital Finances" - Richmond Family Magazine

Are you and your spouse financial friends or foes? Explore marital finances and how to build a financially sound foundation.

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Our Location

9316 Chamberlayne Road
Mechanicsville, VA 23116

804.935.5318
angie@THEPATHFinancial.com

“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”

— Jeremiah 29:11 —

Disclosure

Angelia Shay is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DC, FL, GA, KS, MA, MD, MT, NC, NJ, OH, PA, SC, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Angelia Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9316 Chamberlayne Rd, Mechanicsville, VA, 23116, 804-935-5318. In this regard, this communication is strictly intended for individuals residing in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Angelia Shay is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Angelia Shay is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

The Path Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Path Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

9316 Chamberlayne Rd

Mechanicsville, VA 23116

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Get in Touch

(804) 935-5318
(804) 616-3084
angie@THEPATHFinancial.com
  • WHAT WE DO
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    • Lifetime of Hope
    • Navigating Income Tax
  • CLIENT LOGIN
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