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Understanding Today’s Financial Environment

Welcome, we’re Kelsey Arndt & Tweit, a financial services organization in Madelia, MN. We understand that individuals face unique challenges as they live, work, operate a business, and prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is increased profitability, succession planning, preparing for retirement, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

How to Retire Early

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.

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estate Planning as a Family Unit

Estate Planning as a Family Unit

In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Great Retirement Savings Debate: 401(k) vs. IRA

Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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