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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

Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

 

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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