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 Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
One way to find money is to examine your current spending habits and eliminate money wasters.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A look inside the U.S. government's statistics on household net worth.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Regardless of how you approach retirement, there are some things about it that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.