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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.
Helpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Introducing the 530A Accounts
An article explaining 530A Accounts.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.