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!
For those clients over 50 years of age, our tax professionals will help prepare your taxes for $99 and identify every opportunity for you to save money. We'll also guide you to practices that can save you even more on your taxes in years to come. And even if you are under 50 years of age, we still offer a competitive price starting at $149 for the cost of tax preparation.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
An increasing number have been developed to help individuals with their personal finances.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here are 4 great, and sometimes unexpected, places to raise a family.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.