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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
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?