Broker Check
Your Financial Partners Simplifying the Complex Tailored to You A Full Service Practice
 

Tax Planning
& Compliance

 

Financial Services

 

K.O.I.N.

 

Accounting &
Business Consulting

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.

Contact Us


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

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

Building Your Legacy

A four-step framework for building a personal legacy.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow