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 Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage. Investments You’ve made investments your whole life. Work with us to help make the most of them.