Broker Check

8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

LinkedIn

Barnes Financial Services

(317) 663-8452

 
Ready for Retirement? To Buy or Not to Buy Where Is the Market Headed? Choosing a Mortgage When Do You Need a Will?

The 2019 Tax Season is Here!

Stay Tuned for Tax Updates coming January 15, 2019!

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

(317) 337-9820 (o)

New York Office (Aquaila S. Barnes)

575 Fifth Avenue, 14th Floor, New York, NY 10017

(212) 360-2363 (o)

Houston Office (Marcus Barnes)

(214) 682-7800 (o)


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)





Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

February 2018 Top Five

February 2018 Top Five

2018 could be shaping up to be an interesting year.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

View all presentations arrow

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow