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 Leveraging Whole Life to Pass on Wealth Using whole life to transfer wealth when it comes to paying estate taxes The Twelve Steps to Living Confidently: Budgeting One of the most important steps to become financially sufficient is to set up a realistic budget. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals.