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 Question Thank you! Oops! Related Content It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Near 60? Get a Financial Check-Up Even the savviest and most experienced among us need financial planning check-ins. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.