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 Debt Stress There’s a link between debt and stress. Surprises Making the most of surprises is a great reason to work with us. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.