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 3 Questions to Consider About Whole Life Insurance Whole Life insurance: Protection, supplement income in retirement and stable, predictable cash value What’s Your Financial Planning Sign Discover your financial planning sign. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.