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! 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
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
View all articles 
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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?