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 College Savings with Life Insurance How can Life Insurance play a role in your college savings strategy? Surprises Making the most of surprises is a great reason to work with us. The 12 Steps to Living Confidently: Smart Debt Decisions Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.