Abby VanDerHeyden, CFP®

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Wealth Advisor &
GenerationNeXt Team Leader

Abby VanDerHeyden, CFP® | CFP Certificate | Bedel Financial

My primary focus is to help simplify my clients’ financial lives. I enjoy partnering with my clients’ to create a plan which serves as a clear and comprehensive financial foundation. Once a plan is established, implementing and providing strategies along the way to support their goals is truly rewarding.

Professional Financial Planning Experience

  • Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.

Career History

  • Bedel Financial Consulting, Inc. Financial Planner
  • Franklin Wealth Advisors, Financial Planning Intern
  • D3 Financial Counselors, Financial Planning Intern

Education and Professional Designations

  • Bachelor of Science in Consumer Economics, Financial Planning Concentration, University of Illinois
  • CERTIFIED FINANCIAL PLANNER™ designation, College for Financial Planning.

Professional Activities

  • Board Member, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2016 – Present)

  • Advocacy Committee Chair, Goodwill Young Leaders, Goodwill of Central and Southern Indiana (2018 – Present)

  • Member, Financial Planning Association (2012 – Present)

  • NexGen and Student Development Chair, Financial Planning Association of Greater Indiana (2015 – 2017)

Check out more fun facts about Abby:

Abby VanDerHeyden Meet the Bedel Team


BLOG POSTS

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Jan 9, 2023

2023 Contribution Increases

If there must be a positive aspect to higher inflation, increased contribution limits and income thresholds for retirement account contributions are just that.

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Nov 21, 2022

Rapidly Approaching Year-End Tax Deadlines

Completing time-sensitive tax-related actions sooner rather than later means your focus can be on what truly matters during the holiday season – spending time with family and friends.

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Sep 26, 2022

FAFSA: The First Step in College Financial Aid

If there are thousands of dollars at stake, you would expect most parents and students to be anxious to apply. But unfortunately, that's not always the case. So even if you think you won't qualify, taking 60 minutes to complete the FAFSA could be well worth your time.

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Aug 29, 2022

Indiana 529 Plan: 5 Common Questions

A 529 plan is an investment account mainly for post-secondary education expenses. Money contributed is not deductible, but all earnings accumulate tax-deferred and are distributed tax-free if used for qualified education expenses.

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May 23, 2022

Are You Protecting Your Identity?

Identity theft and online scams are becoming more prevalent. As a result, consumers need to remain vigilant of the personal information shared and stored via online accounts.

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Mar 22, 2022

529 Plans & Tax Time

Some (not all) contributions to your 529 account need to be reported on your tax return, along with some (not all) distributions made from your 529. That's not confusing at all, right?

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Feb 22, 2022

Whoa! Do I have enough Life Insurance?

Determining life insurance needs with the help of a professional is a good option. Remember that level term life insurance is generally the appropriate type of coverage for most people. If you think you need additional insurance coverage – act fast!

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Jan 5, 2022

Home Equity Decisions

To determine home equity, a homeowner first needs to know the home's current value. All lenders will require a home appraisal with costs normally paid by the homeowner.

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Dec 6, 2021

Get Money from Your House

Maybe you want to renovate your home to avoid having to buy a new house in today's cutthroat market. Perhaps you wish to pay off higher interest credit card or student loan debt. Tapping home equity can be a viable and beneficial financial strategy for many reasons but also comes with its fair share of risks.

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Aug 2, 2021

Who’s Got Your Personal Information?

You’ve likely seen ads and commercials for several different credit monitoring companies offering their version of monitoring. But what else can you do to protect your personal information? Should you pay for a credit monitoring service, or should you do it yourself?

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Apr 26, 2021

Enhanced Child Tax Credit – Do You Qualify?

The American Rescue Plan (ARP) has more than just stimulus payments to offer. If you qualify for the enhanced child tax credit, be on the lookout for the IRS portal rollout in a few months. Many families have benefited from child tax credits in years past, but the enhanced credit differs in several ways.

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Mar 5, 2021

Does My Child Need Life Insurance?

Evaluating the reasons behind a desire to purchase life insurance on a child can be helpful with the question "does it make sense?" If you are protecting against future un-insurability, it's hard to argue an alternative solution.