Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.