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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.
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Helpful Content
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Rightsizing for Retirement
What does your home really cost?