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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When Markets React
When markets shift, experienced investors stick to their strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.