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Current Updates





Ways to Properly

Prepare for Retirement


Stuart Vick Smith, ML&R Wealth Management, Austin, TX, 9/1/2017

Stuart Vick Smith goes on KVUE to tackle prudent investment strategy. 

Full recording available on









Parents: Don’t Sacrifice

Yourselves on The Altar of Your

Children’s Education.                                                


Tim Maurer, Director of Personal Finance, 8/29/2017                                                                                                                                                                     

Tim Maurer in Forbes on parent student loans.

This commentary originally appeared April 29 on









Long Term Disability vs.

Long Term Care Insurance:

A MoneyZen Conversation

with Tim Maurer


Manisha Thakor, Director of Wealth Strategies for Women, 8/30/2017

Manisha Thakor hosts Tim Maurer on the latest MoneyZen Podcast to discuss Long-Term Disability vs. Long-Term Care Insurance.

Full recording available on