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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
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Rightsizing for Retirement
What does your home really cost?