1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
See All Authors »
Founder and President,
Personal Financial Strategies Inc.
Phone: 847.268.3670 x102
Les Goldstein is the founder and president of Personal Financial Strategies Inc., a branch office of Securities America Inc., member FINRA/SIPC. Personal Financial Strategies and Securities America are separate entities. As an Investment Adviser Representative with Securities America Advisors Inc. in the greater Chicago area, he helps clients create a retirement lifestyle for themselves and leave a meaningful financial legacy for their loved ones. Goldstein has been in the financial services industry since 1983. He has an MBA from the University of Illinois at Urbana-Champaign and a bachelor's degree in economics from Indiana University in Bloomington.
Here’s what you’re probably missing, why you’re missing it and how to set it right by the time you retire.
See More From: Building Wealth
Before you get wrapped up thinking about savings, income and taxes, you need to think a little harder about what you really want from your retirement. Setting some life goals will give you and your financial planner a clear direction.
If you want to make your first meeting more meaningful, come prepared. Here's where to start.