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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! Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.
Helpful Content
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.