Kate Arndt

Retirement: Your Three Numbers

Preparing for retirement is an exciting yet nerve-racking time. It takes years of preparation, planning, and execution to pull it off. But before putting in your two-week notice, there are three numbe... Read More

Is Your Financial Goal Only a Wish?

Are you a goal setter? If not, it’s time to start daydreaming. What do you want your life to look like in five years…or in 25 years? A Harvard Business study found a direct correlation between goal se... Read More

Yours, Mine, and Ours: Marriage and Personal Finances

Marriage is the blending of two lives. You share living space, life goals, and maybe a name, but there is more than meets the eye when it comes to your finances.  If you, or someone you know, are rece... Read More

Hiring a Financial Advisor: When is it Time?

Many people are “winging it” when it comes to financial planning. The fear of making the wrong choice of advisor or being "sold" investments can be paralyzing. Unfortunately, the consequences of not h... Read More

What Should I Do With My Inheritance?

Several sources suggest that Baby Boomers hold over 50% of the nation's wealth. In 2021, that generation will be between the ages of 57 and 75, setting up what has been named "The Great Wealth Transfe... Read More

Great Parents, Bad Savers?

“Sandwich Generation”:  Simultaneously caring for children and parents.  What if your parents have not saved enough for retirement? According to the Schwarz Center, close to 20% of Americans retire wi... Read More

The Budget Bride: Weddings Under $10k

Love is in the air! The pandemic may have slowed down some aspects of life, but according to my Instagram feed, there is no shortage of engagements. Planning a wedding is a labor of love and, more oft... Read More

The Road Less Traveled: Economic Injury Disaster Loans

The original CARES Act dedicated $376 billion to America’s 30 million small businesses. The majority went to the newly-created Paycheck Protection Program; however, $10 billion flowed to the SBA’s exi... Read More

The Many Decisions of an Investor

Imagine this: It’s your lucky day. You catch every green light on the commute home from a tough day at the office, so you stop by a gas station to purchase a scratch-off. You win $10,000! What’s your... Read More

Cyber Security: Out of Your Control – or Not?

Good chance YOU have been a victim of a cyber security attack!  When a company gets hacked, you and other customers become the “victims” of the breach. That puts your identity at risk!  The FTC est...... Read More