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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

White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

6 Smart Wealth-Building Money Habits to Start Early

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Money Myth: You Can’t Bounce Back from Retirement Setbacks

Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Inflation & Retirement

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

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

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Estimate Your RMD

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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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.

Acres of Diamonds

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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