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 Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. Surprises Making the most of surprises is a great reason to work with us. Financial Hacks for Millennials: 5 Ways to Manage Finances De-stress money management in your household with a systematic approach.