The 2017 Tax Season is Here!
Schedule your tax appointment today with our Online Appointment Calendar
New office locations for our Indianapolis and New Your 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
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bonds may outperform stocks one year only to have stocks rebound the next.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Calculating your potential Social Security benefit is a three-step process.
There are things about Social Security that might surprise you.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.