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 Assess Life Insurance Needs How to help determine life insurance needs to provide for your family after you pass away. When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.