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Smart Financial Lifestyle

Retirement planning books, calculators and plain-English financial guidance from a 50-year industry veteran

  • Community votes0
  • DR by Ahrefs15 no change since last check
  • Started2024

Ahrefs Domain Rating set in type 25 Oct 2026, reset 21 Oct 2026.

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Domain Rating15 no change since last check
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Ahrefs Domain Rating set in type 25 Oct 2026, reset 21 Oct 2026. Lead topic: News/Newspapers (19). Majestic set 21 Oct 2026, reset 21 Oct 2026. Link data typeset by Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.

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Full colophon for smartfinanciallifestyle.com

Independent financial-education publisher offering retirement and estate planning books, free calculators, and plain-English articles for people at or near

The story so far

Screenshot of the Smart Financial Lifestyle homepage
Homepage of Smart Financial Lifestyle

Smart Financial Lifestyle publishes retirement, estate and wealth-building books, along with free retirement calculators, checklists and over 300 articles. The company is written and operated by Paul Mauro, a financial educator with 50+ years of industry experience who entered financial services in 1974 and wrote more than 4,000 personal financial plans before retiring from advising. It provides financial education only and does not offer personalized investment advice, asset management or insurance products. The company offers six digital titles and three paperbacks covering topics like Roth conversions, longevity planning, estate structuring and financial grandparenting, plus seven free retirement calculators and seven downloadable checklists. Paul Mauro has delivered more than 100 seminars and workshops for community groups, employers and associations.

Typeset features

  • Free retirement calculators including Roth conversion, IRMAA and 401(k) match tools
  • Over 300 articles on retirement income, taxes, Social Security and estate planning
  • Free downloadable checklists and guides
  • Retirement and estate planning ebooks
  • Live seminars and workshops on retirement topics
  • Plain-English government updates on IRS and policy changes
  • State-by-state retirement income tax guides
  • Digital and paperback book formats

Pricing

Pricing model: Freemium

Free: articles, calculators, checklists. Ebooks: $0.99–$12.49. Retirement Pro Bundle (three ebooks): $24.35. Paperbacks: $24.99 each on Amazon.

Questions and answers

What is Smart Financial Lifestyle?

Smart Financial Lifestyle is an independent financial-education publisher owned by Smart Financial Media Group, LLC in Westborough, Massachusetts. It publishes retirement and estate books, free calculators and plain-English articles for people at or near retirement.

Who is Paul Mauro?

Paul Mauro, CLU, ChFC, is the founder and author. He entered financial services in 1974, wrote more than 4,000 personal financial plans between 1974 and 2004, and founded Legacy Financial Advisors, Inc., building it to over $1 billion in assets under management. He is retired from advising and now writes and teaches full time.

Is Smart Financial Lifestyle a financial advisor?

No. Smart Financial Lifestyle publishes financial education. Paul Mauro is not a registered investment adviser and does not manage money, sell products or give personalized investment, tax or legal advice.

How much does it cost?

Every article, calculator and checklist on the site is free. Ebooks run $0.99 to $12.49, and the three-book Retirement Pro Bundle is $24.35. There is no subscription and no membership tier.

How do I get a digital book after buying it?

Checkout runs through Stripe. A download link arrives by email within a few minutes, tied to the address you used at checkout. If it does not show up, check your spam or promotions folder, then email the team and they will resend it.

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