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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

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Tax Estimator

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

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Business Cycle

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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