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8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

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Barnes Financial Services

(317) 663-8452

 
The Power of Tax-Deferred Growth Ready for Retirement? To Buy or Not to Buy Where Is the Market Headed?

The 2018 Tax Season is Here!

Stay Tuned for Tax Updates coming January 15, 2018!

Schedule your tax appointment today with our Online Appointment Calendar


Office locations for our Indianapolis and New York offices

Indianapolis Office (Gail A. Barnes):

8935 N. Meridian Street, Suite 113, Indianapolis, IN 46260

New York Office (Aquaila Barnes):

274 Madison Avenue, Suite 1103, New York, NY 10016


Barnes Financial Services (BFS) is a family-operated practice based in Indianapolis, New York/Tri-State area and Houston.  Built on the reputation for educating and assisting small businesses and individuals in pursuing their financial goals, BFS offers personalized accounting, tax & financial services... (read more on our About Us page)


Take advantage of the useful resources available on this site... 

  • Calculators, Relevant Financial Articles and Newsletters
  • Tax Library with access to the current Federal tax rates
  • Stock Quotes, and
  • Web Links directly to your government agencies



Helpful Content

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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