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8935 N. Meridian Street, Suite 113, Indianapolis, IN 46260
(317) 337-9820 (o)
Barnes Financial Services (BFS) is a financial services practice based in Indianapolis, Indiana. We have built a strong 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
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?