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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Second marriages are a trigger event to revisit any existing estate strategies.
Four vacation destinations you might never have thought of.
When to start? Should I continue to work? How can I maximize my benefit?
Here’s a guide to explain all the parts of Medicare.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
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.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?