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
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
To choose a plan, it’s important to ask yourself four key questions.
One of the most common questions people ask about Social Security is when they should start taking benefits.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.