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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

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Give Me a (Tax) Break: Tax Implications for Charitable Trust

Charitable trusts offer a strategic way to align your financial and philanthropic goals. Explore your options in this guide.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

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

 

How Income Taxes Work

A quick look at how federal income taxes work.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Rent vs Buy Calculator

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

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

Wedding Budget Calculator

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

College Savings

See how much you may need to save now to cover future college costs for your child.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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