Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Share | Related Content Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices. Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."