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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

Cover image for “Before You Unretire: 10 Questions, Ranked by How Hard the Mistake Is to Undo”

Before You Unretire: 10 Questions, Ranked by How Hard the Mistake Is to Undo

Going back to work is one of the easier decisions to make, but one of the harder ones to undo. This reversibility audit helps you avoid permanent financial mistakes before your first day back, such as triggering retroactive HSA penalties, mismanaging your Social Security claim, or losing your Medicare Part B enrollment window. Explore the 10 critical questions structured across a "reversibility ladder" to protect your finances from five-to-six-figure errors.

8/15/2026

Cover image for “Encore Careers for Professionals: 14 Second Acts That Pay in Purpose (and Sometimes Money)”

Encore Careers for Professionals: 14 Second Acts That Pay in Purpose (and Sometimes Money)

An encore career fills the gap between wanting to contribute and not wanting a full-time job back. Discover 14 concrete options for professionals, from consulting and fractional executive roles to teaching and mentoring. This guide breaks down how earned income after retirement impacts the 2026 Social Security earnings test, Medicare IRMAA surcharges, and self-employment taxes, while highlighting the benefits of setting up a Solo 401(k). Learn how to choose the right path based on whether you miss the people, the problems, or the structure of your old career.

8/5/2026