Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Protecting Your Business from the Loss of a Key Person Business owners may be able to protect themselves from the financial consequences of losing a key employee. Find That Lost Retirement Account With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.