Kate Arndt, CFP®
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.
- Bedel Financial Consulting, Inc. Financial Planner
- Bedel Financial Consulting, Inc. Financial Planning Coordinator
Education and Professional Designations
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University
- Board Member, Financial Planning Association of Greater Indiana
- Member, Indiana State University Financial Planning Advisory Board
- Provisional Member, Junior League of Indianapolis
Check out more fun facts about Kate:
Retirement is a numbers game. Know your numbers and turn in your retirement notice with confidence. If you don’t feel comfortable running the numbers yourself, hire a financial planner to do the work for you.
Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of the essence. Defining goals early on can provide flexibility to adapt to life’s changes rather than accept the reality of a situation.
The most apparent change to the household of a newly minted stay-at-home parent is the loss of income. How do you navigate those problems and others?
Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.
There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.
Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.
Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.
It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.
Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!
Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.
$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?