Three Details That Matter for a Successful Retirement

Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that.

Three children's wooden blocks with the numerals 1, 2 and 3 on them.
(Image credit: Getty Images)

Fictional crime fighter Jack Reacher doesn’t offer retirement advice (at least not to my knowledge), but one of his quotes does resonate with me: “In an investigation, details matter.”

The same can be said for retirement planning.

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Mark Gelbman, CFP®
Owner and Adviser, Strategic Wealth Solutions

Mark Gelbman is the owner and adviser at Strategic Wealth Solutions in Urbandale, Iowa, who has more than 20 years of experience helping clients achieve their financial planning goals. His certifications include the CFP®, CLU®, CRPC® and AAMS® designations. Gelbman believes that the key to achieving financial planning success is taking that first step and implementing incremental change rather than radical change.