Kate Arndt, Candidate for CFP® certification

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Financial Planner

My role as a financial planner involves engaging in the necessary steps that build a financial plan. Along with running useful projections and models, I also remain knowledgeable on changes in the industry to ensure that we deliver a high level of client service.

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
  • Bedel Financial Consulting, Inc. Financial Planning Coordinator

Education and Professional Designations

  • Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University
  • Candidate for CFP® certification.

Professional Activities

  • Board Member, Financial Planning Association of Greater Indiana
  • Member, Indiana State University Financial Planning Advisory Board
  • Provisional Member, Junior League of Indianapolis

BLOG POSTS

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Oct 8, 2018

Is Your Financial Institution Right for You?

Financial institutions are a dime a dozen these days, so how do you know which one is right for your needs? We explore the different types of banks to help you better understand the pros and cons and make an informed decision.

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Aug 8, 2018

Treat Yo’ Self (On a Budget)

Whether you’re a Parks and Recreation fan or not, chances are you’ve taken a day or two to “Treat Yo’ Self.” But can you splurge on a budget? While that might seem to be a contradiction, you can treat yo’ self without breaking the bank. Kate shows us how!

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Jul 23, 2018

Become a Millionaire…Overnight?

Everyone would love to be a millionaire overnight – so why isn’t everyone doing it?! While there are avenues to grow your money quickly, they’re usually filled with risk and, more often than not, lead to failure. Instead, follow our lead – living within or below your means, combined with saving and investing, can be that rewarding combination you’re looking for, without the high risk.

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May 21, 2018

Bedel Financial’s Guide for First-Time Homebuyers

It’s that time of year! If you’re in the market for your first home, it’s critical to ensure you have a good game plan for the purchase. Not sure what to include in your game plan? We have you covered with the ins and outs of buying your first home.

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Apr 9, 2018

When College Planning Goes Awry

Not all education paths after high school look the same…so what should you do about that 529 if your child decides to take a different path than traditional college? The good news is you do have options. Whether it’s attending a vocational school, going into the military or immediately joining the work force, your 529 savings aren’t lost. We break down just what your choices are and how those will affect you.

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Mar 12, 2018

Auto Insurance and . . . Pothole Damage?

Everyone from Indiana knows that the season between fall and spring isn’t winter…It’s Pothole Season! And with it comes the potential for damage to your car. If you’ve found yourself unable to dodge the craters during your daily commute, what can be done? Insurance might cover the pothole damage to your car, but it could come at a cost. We’ve outlined what you need to know if you’ve fallen prey to the dreaded pothole!

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Jan 2, 2018

Tax Reform and You

1,097 pages! That’s how many pages are in the Tax Cuts and Jobs Act, signed into law by President Trump on December 22nd. If you haven’t had time to read each page, we’ve broken down the main areas that might have the largest impact on you and your family. It might just be time to update your tax planning strategy for 2018!

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Nov 20, 2017

Sign Up for “my Social Security” – It’s a No-Brainer!

Gone are the days of standing in never-ending lines at the Social Security office! With an account on the my Social Security site, a plethora of information is at your fingertips. We’ve highlighted the perks here.

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Nov 15, 2017

How My Spending Challenge Played Out

In August, Kate challenged herself to tackle one bad spending habit per month. Did she make it? Follow along as she discusses the outcome of her spending challenge and what she learned along the way.

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Oct 9, 2017

The Underutilized HSA

By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?

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Aug 21, 2017

Millennials: Are You Falling Prey to Mistakes?

You’ve got one thing other generations wish they still had – time. Here’s how to make the most of your working years.

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Aug 9, 2017

Practice What You Preach

At the beginning of June I wrote an article about the adjustments new college graduates face as they enter the workforce. In it, I provided tips on ...