Paul Mauro's Smart Financial Lifestyle Blog

Retirement planning for high net worth individuals covers key wealth strategies, financial planning tips, and ways to secure long-term success.  

Choosing between a financial advisor and a robo advisor will shape your next moves, from IRAs and 401k rollover choices to asset allocation and tax loss harvesting. This article breaks...

Learn what a TFRA account is and how a tax free retirement account provides tax-free income, savings growth, and long-term retirement benefits.  

Should I have multiple retirement accounts? Learn the pros, cons, tax advantages, and when consolidating accounts may simplify retirement planning.  

You have maxed out your 401k and now face a new question: How to save for retirement after maxing out 401k, and whether a $5 million nest egg will let...

How much money do you need to retire with $200,000 a year income? Learn savings targets, retirement strategies, and how long your funds may last.

Know what a 404a retirement plan covers, including fee disclosures, rules, and requirements compared to a 401k.  

Plan your future wisely with expert guidance. Explore essential questions to ask a financial advisor about retirement to secure your goals.

Protect assets and control distributions with a retirement plan trust, offering tax benefits, creditor protection, and guidance for your beneficiaries.  

Save smarter for retirement with sustainable income. Learn what is the $1000 a month rule for retirement and estimate savings to meet monthly needs.  

Secure financial stability, lifestyle, and peace of mind. Why is it important to plan for retirement? Early planning protects income and health.  

Discover the emotional journey through the 7 stages of retirement, from planning and freedom to purpose, stability, transformation, and life balance.