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
Am I Doing This Right? Your Guide to Health Care Consumption
The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!
The Many Decisions of an Investor
You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.
Kate’s 2019 Holiday Gifting Ideas
Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.
Cyber Security: Out of Your Control - or Not?
Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.
Retiring at 50: The Keys to Early Retirement
Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.
What’s Your Biggest Waste of Money?
It’s easy for wasteful spending to go undetected, especially if you’ve developed any of these bad habits. You work hard for your paycheck, so make sure you’re spending it in the right places. We cover some of the easiest places to spend more money than you need to. Read on and then celebrate Financial Planning Month by reviewing your budget for wasted money.
What Should I Do with My Old Retirement Accounts?
Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.
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?
Training for the Mini & Financial Planning
It might not seem like training for the Mini-Marathon and planning for your financial future have anything in common. But they have more similarities than you might think. Both require a detailed plan and input from experts that can help you get a leg up on the competition.
Owe Taxes? What Went Wrong in 2018 and How to Survive It
With 2019 being the first year to file under the Tax Cut and Jobs Act, many Americans are finding themselves faced with a tax bill due to Uncle Sam. Unsure how this happened, how to pay for your tax burden, or what you can do to prevent another tax bill in the future? Read on for the details.
20 Percent Down Payment - Debunked or Not?
A 20% down payment used to be the rule of thumb when purchasing a home. Avoiding private mortgage insurance (PMI) and lowering the interest rate on your loan were some of the benefits. But times have changed! If you’re unable to afford a 20% down payment, you have options - but be sure you understand the pros and cons first!
Put Your Finances on Autopilot
There are a plethora of tools that can help you streamline your finances – from automatic transfers to bill paying services to auto escalation for retirement accounts. Taking advantage of this technology can go a long way in helping you meet the financial goals you’ve defined, setting you up for continued success in the future.