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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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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.


Helpful Content

Year-End Financial Moves to Maximize Your Momentum

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

IRA Income

IRA Income

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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

 

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Student Loan Refinance Calculator

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

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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