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 Message Thank you! Oops! Related Content Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.