Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.