Kate Arndt, CFP®
Wealth Advisor
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
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University
Professional Activities
- Board Member, Indiana Education Savings Authority (2022 – Present)
- Board Member, Indiana State University Alumni Association (2022 – Present)
- Member, Junior League of Indianapolis (2018 – Present)
- Member, Financial Planning Association of Greater Indiana (2016 – Present)
Check out more fun facts about Kate:
BLOG POSTS
Marry for the Money? Maybe or Maybe Not
Social Security benefits are an essential piece of many retirees' financial plans. Most people know they are entitled to benefits based on their own record or earning history, but did you know that you are also eligible for benefits on your spouse's earnings?
Are You Making These Common Tax Mistakes?
Unfortunately, even as tax prep software evolves, several common mistakes prevail. So how can you avoid these common (and costly) errors?
Financial Infidelity
There are plenty of reasons someone might conceal information or deceive their partner. For instance, a high-earning spouse may tell their partner they earn less because they fear their partner would spend more.
Biden’s Student Loan Forgiveness
Forgiveness can come in one of two forms. Borrowers that made payments during the pandemic forbearance period are eligible for a dollar-for-dollar refund, up to the $10,000 limit.
Start Feeling Confident About Your Finances
When it comes to finances, there is more than meets the eye. If you catch yourself green with envy over someone else’s apparent financial status, take a step back and take stock of your successes.
Savings Bonds Beyond $10,000
One easy way to purchase additional I Bonds is through a revocable living trust. Many Bedel clients have either individual trusts or joint trusts.
A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows
Money does not buy happiness, but I believe that it can buy peace of mind. One way your money can do so is through an emergency fund. Having that box checked gave me permission to live a little.
Retiring Early? Avoid Withdrawal Penalty
The “Roth Conversion Ladder” strategy isn’t for everyone, but anyone considering early retirement should know about it. Pay the tax early, let the funds grow, count to five (years), and withdraw your principal both tax and penalty-free.
Retirement: Your Three Numbers
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.
Is Your Financial Goal only a Wish?
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 Financial Transition to Stay-at-Home Parent
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?
Guide to Leaving a Legacy
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.