WELCOME TO THE LEIST GROUP, LLC
Thank you for visiting today!
You will find that unlike many websites, our content is updated often with the latest informational articles and videos regarding your taxes, your investments, and your overall financial well-being.
As a family business, The Leist Group offers you the stability of a larger company with the high level of individualized attention of a smaller firm. We welcome you to visit us for a no obligation consultation.
Save Money with in-House Tax Preparation!
For those clients over 50 years of age, our tax professionals will help prepare your taxes for $99 and identify every opportunity for you to save money. We'll also guide you to practices that can save you even more on your taxes in years to come. And even if you are under 50 years of age, we still offer a competitive price starting at $149 for the cost of tax preparation.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Lifestyle considerations in creating your retirement portfolio.
When you’re married and have children, insurance needs will be different.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.