WELCOME TO THE LEIST GROUP, LLC
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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.
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.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are benefits and limitations when you decide to donate stock.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
Here’s a crash course on saving for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.