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 Question Thank you! Oops! Related Contents Client Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do. Market month in review: April 2019 April brought to a close the best four-month stretch in many years for several major market indexes. Business Planning Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.