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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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Download Our Free App

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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.

 

How to Keep Your Retirement Savings Working for You

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

How Insurance Supports Your Financial Goals

Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.

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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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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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.

Investments

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

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.

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