Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content 3 Estate Challenges for Blended Families If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan.