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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.
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Helpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Buying a Home
A look at what you need to think about when buying a home.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.