Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Yours, Mine, and Ours: Estate Strategies for Second Marriage Second marriages are a trigger event to revisit any existing estate strategies. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.