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Your retirement in focus

Insights, planning guidance, and stories to help you prepare for what's ahead across all five Lenses, from Finance to Legacy.

Cover image for “20 Golden Rules for Building Wealth After 50”

20 Golden Rules for Building Wealth After 50

It is never too late to build wealth, as the fifties and early sixties often represent peak earning years with falling expenses. This guide provides 20 golden rules for maximizing your savings, including how to navigate the 2026 401(k) limits and the critical $35,750 super catch-up window between ages 60 and 63. Beyond finances, discover why protecting your health, building a sense of purpose, and nurturing relationships are just as critical to a successful retirement as your investment portfolio.

8/20/2026

Cover image for “Beyond the Portfolio: Why Traditional Retirement Planning Fails High-Net-Worth Americans, and How a Five-Lens Approach Changes Everything”

Beyond the Portfolio: Why Traditional Retirement Planning Fails High-Net-Worth Americans, and How a Five-Lens Approach Changes Everything

A multi-million-dollar portfolio solves the money question, but it doesn't guarantee a successful retirement. Discover why high-net-worth individuals face unique challenges like tax cliffs, estate fragmentation, and the "purpose gap." Learn how the Retirelens Five-Lens Approach—integrating Finance, Health, Purpose, Connections, and Legacy—provides a holistic roadmap for a fulfilling post-career life.

8/18/2026