Anthony Mazzella, CEO & Founder with True Path Wealth Strategies

11/03/2026

A video just told you what "class" you're in.

It doesn't know your family, your debts, or your goals.

What matters is simpler: are you saving steadily, is your debt under control, and is someone looking at the whole picture with you?

That's the part we handle at True Path, so you can see where you actually stand instead of comparing yourself to a feed.

Not sure where to start? DM me. No pressure, we'll walk through it together.

References to net-worth "classes" describe content seen on social media and are general observations and personal opinion, not verified data or statistics. Investing involves risk, including the possible loss of principal. Creating or following a financial plan does not promise any particular result, and working with a financial professional does not promise that any goal will be met. This is not a client story; individual circumstances vary.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

11/02/2026

Do you know where your parents' documents are?

Most families put this talk off because it feels uncomfortable.

But a will, a power of attorney, a health care proxy only help if someone knows they exist, where they are, and what they say.

Have it calm, today. Not in a hospital hallway.

Planning conversations like this are part of what we help families with at True Path, so you're not figuring it out alone in a crisis.

Send this to a sibling you need to have this talk with.

This video is general education about common estate-planning and health care documents. It is not legal, tax, or medical guidance. Requirements vary by state; these documents should be prepared and reviewed by a licensed attorney in your state. Anthony Mazzella is not an attorney. Planning documents record wishes; they cannot promise family agreement or a particular outcome or level of care.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

10/30/2026

Changed jobs? Your old 401(k) didn't come with you.

It's still out there. Most people just stop checking on it.

A few jobs in, you can have accounts scattered everywhere, and no one looking at whether they still fit your plan.

Leaving it, moving it, rolling it over, or cashing out each comes with trade-offs. At True Path, we walk through those with you and handle the process, so it isn't one more thing on your list.

Comment OLD 401K and I'll walk you through your options.

Options for assets in a former employer's retirement plan generally include leaving them in that plan, moving them to a new employer's plan if it accepts them, rolling them into an IRA, or cashing out. Each has advantages and disadvantages. Before deciding, compare investment options, fees and expenses, services, penalty-free withdrawal rules, creditor protection, required minimum distributions, and the tax treatment of any employer stock. Cashing out may be subject to ordinary income tax and, if you are under age 59½, an additional 10% federal tax. A financial professional may earn compensation on assets rolled into an IRA, which is a conflict of interest.

Investing involves risk, including the possible loss of principal. This is not a client story.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not a suggestion to roll over or move any retirement assets, and not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

10/30/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

10/29/2026

Skip the big check. Give your kids an early start.

The amount you give may matter less than how early you begin.

Some accounts are built for this. Each has its own trade-offs.

Which account, how much, and how it fits your whole plan is one of my most common conversations with young families. At True Path, we handle that process with you, so you can focus on being a parent.

DM me HEAD START and we'll talk it through. No pressure.

This video is general education about saving for a child's future and does not take your personal circumstances into account. Statements about time are general observations, not a projection or a promise of future results. Investing involves risk, including the possible loss of principal. Automatic investing and diversification do not assure a profit or protect against loss in declining markets. Accounts mentioned each have their own rules, limits, tax treatment, and trade-offs. Before investing in any 529 plan, obtain and read the issuer's official statement, which contains its investment objectives, risks, charges, and expenses; 529 plans are not New York Life products. Custodial account gifts are irrevocable. Retirement account contributions for a minor generally cannot exceed the child's earned income. This is not a client story.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not a suggestion to buy or sell any security, and not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

10/28/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

10/27/2026

Feeling sick on a red day? Your plan isn't broken.

Red days are the price of admission for being invested.

Panic selling can feel safe. But it means being right twice: when you get out, and when you get back in.

A plan built on a calm day is what keeps you steady on a red one.

Send this to someone who checks their account every red day.

At True Path Wealth Strategies, we help you build that plan before you need it, and we're the steady voice when your gut says run.

truepathws.com

This video describes Anthony Mazzella's personal experience and opinions. References to market declines and how investors react to them are general observations, not verified data, and not a prediction for any individual. Investing involves risk, including the possible loss of principal. Selling during a decline and staying invested each carry risks; whether to stay invested depends on your goals, time towards your goal, risk tolerance, and circumstances. Trying to time the market may result in losses or missed opportunities. A financial plan does not prevent losses, and creating a plan or working with a financial professional does not promise any result. This is not a client story.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not a suggestion to buy or sell any security, and not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

10/26/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

10/26/2026

Three signs you outgrew internet money tips.

1. Your money lives in many places.
2. The decisions got bigger than a 60-second video, like a rollover or an inheritance.
3. There's no written plan yet.

Internet tips aren't bad. They're general, so they don't know you.

Which sign sounds like you?

At True Path Wealth Strategies, we help you build a plan around your family, coordinated in one place. It starts with a conversation.

truepathws.com

This video is general and educational and does not take your personal circumstances into account. Accounts and graphics shown are illustrative only and do not represent any specific account or product. References to rollovers are not a suggestion to roll over or move any retirement assets. Options for a former employer's plan generally include leaving assets in it, moving them to a new plan, rolling them into an IRA, or cashing out, each with advantages, disadvantages, and fees. Coordinating a plan does not require combining accounts, and account count does not determine diversification. Inheritance, tax, and retirement timing decisions depend on your circumstances and may involve tax and legal considerations. Creating a plan or working with a financial professional does not promise any result. Investing involves risk, including the possible loss of principal.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not a suggestion to buy or sell any security, and not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

10/23/2026

Where did my money go this month?

I hear this a lot. The paycheck lands and it feels like it vanished.

One idea: give every dollar a job. A few clear buckets, like everyday spending, emergencies, and goals. How you size them depends on you.

In my experience, sticking with it is the hard part. Buckets get raided, guilt creeps in, and someone in your corner can help keep you accountable.

Which bucket gets raided first for you?

At True Path Wealth Strategies, we help you build a framework based on you, not a template. It starts with a conversation.

truepathws.com

Cash flow, saving, and spending strategies discussed are general and educational in nature and may not be suitable for every individual. How much to hold in each part of a budget, including emergency savings, depends on your own circumstances. Any buckets or graphics shown are illustrative only and do not represent any specific account or product. Creating or following a financial plan does not promise any particular result. Working with a financial professional does not promise that any goal will be met; how often you meet depends on the services you select. This is not a client story, and individual experiences vary. Investing involves risk, including the possible loss of principal.

Anthony Mazzella, Agent, New York Life Insurance Company, New York, NY. Anthony is not licensed in all jurisdictions. This is general education, not a suggestion to buy or sell any security, and not an offer or solicitation to buy any product or service. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting guidance. Please consult your own tax, legal, or accounting professional before making any decisions.

Securities products offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Investment advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. True Path Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.